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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
SWA
101
Sightline Wealth Advisors
Connecticut
$8.91M
CRC
102
Curi RMB Capital
Illinois
$8.89M
SLT
103
St Louis Trust
Missouri
$8.87M
AFA
104
American Financial Advisors
Georgia
$8.81M
SFWC
105
Strategic Family Wealth Counselors
New Jersey
$8.65M
IWC
106
Integrated Wealth Concepts
Massachusetts
$8.34M
Truist Financial
107
Truist Financial
North Carolina
$8.22M
CMP
108
Courage Miller Partners
Virginia
$8.13M
CFMC
109
Curbstone Financial Management Corp
New Hampshire
$8.09M
UCFA
110
United Capital Financial Advisors
Texas
$8.06M
LFS
111
Lutz Financial Services
Nebraska
$7.78M
FCI
112
Financial Counselors Inc
Kansas
$7.73M
AIM
113
Athena Investment Management
California
$7.51M
PIMG
114
Patriot Investment Management Group
Tennessee
$7.48M
SIC
115
Salem Investment Counselors
North Carolina
$7.47M
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$7.37M
WT
117
Whittier Trust
California
$7.23M
CWM
118
Congress Wealth Management
Massachusetts
$7.18M
HWM
119
HB Wealth Management
Georgia
$7.14M
CP
120
Creekside Partners
California
$7.1M
DWM
121
Diversify Wealth Management
Utah
$7.07M
BFG
122
Bouchey Financial Group
New York
$6.93M
MFC
123
Morris Financial Concepts
South Carolina
$6.9M
RA
124
Riversedge Advisors
Delaware
$6.87M
WTC
125
WhitTier Trust Company
Nevada
$6.83M