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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
ATC
1051
Adirondack Trust Company
New York
$12.3K
JFA
1052
JNBA Financial Advisors
Minnesota
$11.7K
HFS
1053
Hopwood Financial Services
Virginia
$11.6K
DF
1054
Dunhill Financial
United Kingdom
$10.1K
GI
1055
GS Investments
Minnesota
$9.37K
AWM
1056
Aberdeen Wealth Management
Illinois
$9.37K
CMA
1057
Cedar Mountain Advisors
Oregon
$9K
GWSG
1058
GPS Wealth Strategies Group
Colorado
$8.62K
HCM
1059
Horrell Capital Management
Arkansas
$8.25K
OCM
1060
Orion Capital Management
California
$8.15K
1IA
1061
1620 Investment Advisors
Massachusetts
$7.92K
BGWM
1062
Bridge Generations Wealth Management
Florida
$7.66K
TCA
1063
Trifecta Capital Advisors
Illinois
$7.65K
AAG
1064
Armstrong Advisory Group
Massachusetts
$6.98K
GEA
1065
Glen Eagle Advisors
New Jersey
$6.81K
BIG
1066
Brooklyn Investment Group
New York
$6.66K
WOC
1067
West Oak Capital
California
$6.59K
BLC
1068
Brown, Lisle/Cummings
Rhode Island
$6.56K
NG
1069
NWK Group
California
$6.51K
HBW
1070
Hazlett, Burt & Watson
West Virginia
$6K
HWM
1071
Hemington Wealth Management
Virginia
$6K
WT
1072
Washington Trust
Rhode Island
$5.62K
MPWT
1073
MassMutual Private Wealth & Trust
Connecticut
$5.16K
CI
1074
CX Institutional
Indiana
$5K
MIM
1075
MTM Investment Management
South Carolina
$4.98K