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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
FTS
176
Fifth Third Securities
Ohio
$4.65M
NA
177
NewEdge Advisors
Louisiana
$4.58M
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$4.57M
BCM
179
Barden Capital Management
Texas
$4.56M
BA
180
Ballast Advisors
Minnesota
$4.49M
SCP
181
Stevens Capital Partners
Nebraska
$4.46M
CWA
182
Carolina Wealth Advisors
South Carolina
$4.43M
BBPWM
183
Blue Bell Private Wealth Management
Pennsylvania
$4.42M
WA
184
Wealth Architects
California
$4.36M
VFIC
185
Valley Forge Investment Consultants
Pennsylvania
$4.36M
BWM
186
Brown Wealth Management
Illinois
$4.36M
FCM
187
Fortis Capital Management
Washington
$4.33M
SF
188
Safeguard Financial
Wisconsin
$4.33M
ULWM
189
Upper Left Wealth Management
Florida
$4.33M
WMWM
190
Wilkins Miller Wealth Management
Alabama
$4.33M
JJBC
191
James J. Burns & Company
New York
$4.3M
ECM
192
Evergreen Capital Management
Washington
$4.3M
CWG
193
Cornerstone Wealth Group
North Carolina
$4.26M
IA
194
IFP Advisors
Florida
$4.26M
NF
195
Nikulski Financial
Iowa
$4.24M
PAG
196
Powers Advisory Group
Illinois
$4.23M
DCM
197
Davis Capital Management
Florida
$4.15M
GPFA
198
Game Plan Financial Advisors
Ohio
$4.11M
FIBT
199
First International Bank & Trust
North Dakota
$4.02M
Wealthfront Advisers
200
Wealthfront Advisers
California
$3.98M