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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
GBFP
1151
Golden Bell Financial Planning
Georgia
LFP
1152
Leeward Financial Partners
Washington
BCM
1153
Becker Capital Management
Oregon
JWM
1154
JFG Wealth Management
Colorado
SQA
1155
Simon Quick Advisors
New Jersey
TA
1156
TruWealth Advisors
Louisiana
CIC
1157
Carnegie Investment Counsel
Ohio
BWA
1158
Bordeaux Wealth Advisors
California
VCA
1159
Verdence Capital Advisors
Maryland
BAM
1160
Bosun Asset Management
Illinois
Brown Advisory
1161
Brown Advisory
Maryland
GB
1162
Goepper Burkhardt
South Carolina
JBW
1163
Journey Beyond Wealth
Georgia
SFS
1164
Strategic Financial Services
New York
OC
1165
Optima Capital
Oregon
SCM
1166
Sebold Capital Management
Illinois
FFA
1167
First Foundation Advisors
California
BFM
1168
Broadview Financial Management
Wisconsin
JC
1169
Jentner Corp
Ohio
HCWM
1170
Hidden Cove Wealth Management
Washington
MW
1171
Maia Wealth
Colorado
CAS
1172
Coppell Advisory Solutions
Texas
MSS
1173
Mitchell Sinkler & Starr
Pennsylvania
EFP
1174
EnRich Financial Partners
Wisconsin
LDB
1175
Lee, Danner & Bass
Tennessee