SCHA icon

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
FMP
1101
Financial Management Professionals
Texas
$2.2K
OAJ
1102
Ogorek Anthony Joseph
New York
$2K
GK
1103
Graney & King
New York
$1.78K
MSFP
1104
Mark Sheptoff Financial Planning
Connecticut
$1.78K
VWM
1105
Valley Wealth Managers
New Jersey
$1.26K
NFSG
1106
Newbridge Financial Services Group
Florida
$1.22K
TF
1107
Tompkins Financial
New York
$1.22K
CPBTD
1108
Central Pacific Bank - Trust Division
Hawaii
$1.22K
SN
1109
Sittner & Nelson
Oregon
$1.03K
DRP
1110
Decker Retirement Planning
Utah
$890
SC
1111
Stephens Consulting
Michigan
$844
RCA
1112
Runnymede Capital Advisors
Ohio
$843
PIP
1113
Peachtree Investment Partners
Florida
$775
WTFG
1114
Wood Tarver Financial Group
Idaho
$750
IWP
1115
IAG Wealth Partners
Wisconsin
$703
Citadel Advisors
1116
Citadel Advisors
Florida
$656
GTAM
1117
Global Trust Asset Management
Florida
$375
LWMI
1118
Legacy Wealth Management (Idaho)
Idaho
$282
AWM
1119
Atticus Wealth Management
Florida
$97
NC
1120
NewSquare Capital
Pennsylvania
$94
BL
1121
Balentine LLC
Georgia
$47
ACM
1122
Advisors Capital Management
New Jersey
FFG
1123
Floyd Financial Group
Missouri
FVWA
1124
Foster Victor Wealth Advisors
South Carolina
Renaissance Technologies
1125
Renaissance Technologies
New York