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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
TC
151
TownSquare Capital
Utah
$5.61M
FF
152
Friedenthal Financial
New Jersey
$5.48M
KCPG
153
Kavar Capital Partners Group
Kansas
$5.45M
AF
154
Allworth Financial
California
$5.39M
BWM
155
Bernard Wealth Management
Michigan
$5.37M
OWM
156
Orgel Wealth Management
Wisconsin
$5.3M
TIM
157
Tortoise Investment Management
New York
$5.3M
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$5.29M
GC
159
Garde Capital
Washington
$5.27M
GPA
160
Guerra Pan Advisors
New Jersey
$5.19M
BAMG
161
Brand Asset Management Group
Missouri
$5.18M
AWE
162
Avidian Wealth Enterprises
Texas
$5.18M
VIA
163
Victrix Investment Advisors
Florida
$5.14M
MAS
164
Meeder Advisory Services
Ohio
$5.03M
CAM
165
Cobblestone Asset Management
Virginia
$5M
MBI
166
May Barnhard Investments
Maryland
$4.89M
NRI
167
NFP Retirement Inc
California
$4.86M
CCM
168
Chilton Capital Management
Texas
$4.86M
EGWAG
169
Elwood & Goetz Wealth Advisory Group
Georgia
$4.77M
CFGA
170
Cambridge Financial Group (Arizona)
Arizona
$4.76M
CCWA
171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.71M
BWM
172
BCS Wealth Management
Tennessee
$4.71M
MWM
173
Modera Wealth Management
New Jersey
$4.69M
AFP
174
Ausdal Financial Partners
Iowa
$4.66M
AFG
175
Atomi Financial Group
New York
$4.66M