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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
GCM
1126
Generation Capital Management
New York
WAG
1127
Windsor Advisory Group
Ohio
PWM
1128
Pinnacle Wealth Management
California
BIM
1129
Baldwin Investment Management
Pennsylvania
AT
1130
American Trust
Kentucky
AIP
1131
Almanack Investment Partners
Pennsylvania
CP
1132
Capital Planning
Washington
WAM
1133
Worth Asset Management
Texas
Two Sigma Investments
1134
Two Sigma Investments
New York
FHB
1135
First Hawaiian Bank
Hawaii
LWM
1136
Laidlaw Wealth Management
New York
SBIA
1137
Sheaff Brock Investment Advisors
Indiana
LWM
1138
Lionshead Wealth Management
New York
First Trust Advisors
1139
First Trust Advisors
Illinois
APW
1140
Aurora Private Wealth
New Jersey
PCM
1141
Park Capital Management
Wisconsin
FGA
1142
Fortis Group Advisors
New Jersey
LA
1143
Lifeworks Advisors
Michigan
WI
1144
Westbourne Investments
Virginia
SMC
1145
Smith, Moore & Co
Missouri
SAM
1146
Silvercrest Asset Management
New York
PIM
1147
Penobscot Investment Management
Massachusetts
SHA
1148
Seneca House Advisors
Virginia
CAI
1149
Capital Advisors Inc
Oklahoma
WF
1150
Williams Financial
Vermont