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Schwab U.S Small- Cap ETF

1,122 hedge funds and large institutions have $5.37B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 439 increasing their positions, 449 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less funds holding

Funds holding: 1,1561,122 (-34)

16% less funds holding in top 10

Funds holding in top 10: 6756 (-11)

51% less capital invested

Capital invested by funds: $11B → $5.37B (-$5.61B)

Holders
1,122
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
56
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.32M
Puts
$63K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OP
1026
ORG Partners
Indiana
$20.4K
Franklin Resources
1027
Franklin Resources
California
$19.7K
TFGT
1028
TS Financial Group (TSFG)
Illinois
$19K
ACA
1029
American Capital Advisory
Idaho
$18.7K
CWM
1030
Crowley Wealth Management
Delaware
$18.7K
GFPC
1031
Global Financial Private Client
Florida
$18.6K
KFGG
1032
Keystone Financial Group (Georgia)
Georgia
$18K
WPA
1033
Wealth Preservation Advisors
Tennessee
$17.9K
AF
1034
Abound Financial
California
$17.2K
AIC
1035
Archer Investment Corporation
Indiana
$17K
IBOK
1036
Independence Bank of Kentucky
Kentucky
$17K
Fifth Third Bancorp
1037
Fifth Third Bancorp
Ohio
$16.9K
PSB
1038
Piscataqua Savings Bank
New Hampshire
$16.1K
MCA
1039
Maryland Capital Advisors
Maryland
$15.3K
DI
1040
DAGCO Inc
Ohio
$15K
SWA
1041
SOA Wealth Advisors
New York
$15K
AG
1042
AmeriFlex Group
Nevada
$14.9K
EWA
1043
EverSource Wealth Advisors
Alabama
$14.8K
FCAS
1044
First Command Advisory Services
Texas
$14.6K
SAM
1045
Smartleaf Asset Management
Massachusetts
$14.3K
FFC
1046
First Financial Corp
Indiana
$14K
PFA
1047
Pillar Financial Advisors
Kentucky
$13.2K
VWA
1048
Valued Wealth Advisors
Utah
$13.1K
HFS
1049
Hantz Financial Services
Michigan
$13K
GI
1050
GAMMA Investing
California
$12.5K