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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
CAM
126
Cresset Asset Management
Illinois
$6.67M
VCM
127
Vivaldi Capital Management
Illinois
$6.54M
SS
128
Sunbelt Securities
Texas
$6.52M
MWM
129
Meridian Wealth Management
Kentucky
$6.51M
FPCP
130
Fort Point Capital Partners
California
$6.49M
IAN
131
Integrated Advisors Network
Texas
$6.36M
BDF
132
Black Diamond Financial
Maryland
$6.34M
AMG
133
Asset Management Group
Connecticut
$6.31M
TYCC
134
Texas Yale Capital Corp
Florida
$6.15M
Fidelity Investments
135
Fidelity Investments
Massachusetts
$6.14M
DW
136
Dodds Wealth
Colorado
$6.12M
ADL
137
Asset Dedication LLC
California
$6.08M
BIA
138
Bell Investment Advisors
California
$6.05M
Stifel Financial
139
Stifel Financial
Missouri
$6.02M
CFGSD
140
Compass Financial Group (South Dakota)
South Dakota
$5.99M
MAM
141
Marquette Asset Management
Minnesota
$5.99M
IA
142
IFS Advisors
Kansas
$5.98M
HFS
143
Horizon Financial Services
North Carolina
$5.91M
BFG
144
Bleakley Financial Group
New Jersey
$5.84M
ATWA
145
Arbor Trust Wealth Advisors
Michigan
$5.79M
MG
146
Mather Group
Illinois
$5.74M
GCP
147
Gill Capital Partners
Colorado
$5.7M
AAP
148
Arax Advisory Partners
Colorado
$5.66M
CF
149
Copperwynd Financial
Arizona
$5.66M
Bank of New York Mellon
150
Bank of New York Mellon
New York
$5.64M