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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
William Blair & Company
201
William Blair & Company
Illinois
$3.98M
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$3.97M
PAG
203
Private Advisor Group
New Jersey
$3.91M
CWM
204
Chesapeake Wealth Management
Virginia
$3.85M
AIM
205
Anchor Investment Management
South Carolina
$3.84M
CIC
206
Cutler Investment Counsel
Oregon
$3.84M
WA
207
WBH Advisory
Maryland
$3.82M
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$3.8M
AWM
209
Adams Wealth Management
Utah
$3.8M
CI
210
CacheTech Inc
Utah
$3.8M
LPAM
211
Lodestar Private Asset Management
California
$3.71M
LWM
212
Lighthouse Wealth Management
Ohio
$3.66M
MI
213
Moneywise Inc
Virginia
$3.63M
GSIS
214
Global Strategic Investment Solutions
Arizona
$3.62M
NDSI
215
Newman Dignan & Sheerar Inc
Rhode Island
$3.61M
EFG
216
Embree Financial Group
Illinois
$3.61M
AI
217
Atria Investments
North Carolina
$3.59M
GA
218
Gordian Advisors
Arizona
$3.49M
Lido Advisors
219
Lido Advisors
California
$3.48M
PCG
220
Prosperity Consulting Group
Maryland
$3.44M
PAI
221
Pittenger & Anderson Inc
Nebraska
$3.42M
VNA
222
Valley National Advisers
Pennsylvania
$3.42M
CFA
223
Cahill Financial Advisors
Minnesota
$3.41M
KF
224
K2 Financial
California
$3.41M
JWS
225
Juncture Wealth Strategies
Arizona
$3.37M