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Schwab U.S Small- Cap ETF

1,135 hedge funds and large institutions have $6.66B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 407 increasing their positions, 465 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.12% less ownership

Funds ownership: 34.67%32.55% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 465

Holders
1,135
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
57
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.83M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
226
Embree Financial Group
Illinois
$3.9M
NRI
227
NFP Retirement Inc
California
$3.9M
CFA
228
Cahill Financial Advisors
Minnesota
$3.89M
FPAS
229
Focus Partners Advisor Solutions
Missouri
$3.89M
MI
230
Moneywise Inc
Virginia
$3.83M
OF
231
Outfitter Financial
Maine
$3.77M
AWM
232
Abound Wealth Management
Tennessee
$3.77M
DFA
233
DHJJ Financial Advisors
Illinois
$3.76M
LCM
234
Liberty Capital Management
Michigan
$3.74M
DI
235
Diligent Investors
California
$3.72M
RWP
236
RWA Wealth Partners
Massachusetts
$3.68M
VFS
237
Valpey Financial Services
New Hampshire
$3.64M
PWM
238
Perigon Wealth Management
California
$3.63M
VA
239
Valmark Advisers
Ohio
$3.61M
NDSI
240
Newman Dignan & Sheerar Inc
Rhode Island
$3.61M
KHC
241
Koesten Hirschmann & Crabtree
Kansas
$3.54M
PP
242
Patten & Patten
Tennessee
$3.52M
DWM
243
Destination Wealth Management
California
$3.51M
CB
244
Community Bank
New York
$3.49M
BP
245
Broadleaf Partners
Ohio
$3.47M
TCM
246
Tradewinds Capital Management
Washington
$3.42M
ACA
247
Aptus Capital Advisors
Alabama
$3.35M
PAG
248
Private Advisor Group
New Jersey
$3.3M
VNA
249
Valley National Advisers
Pennsylvania
$3.28M
NCM
250
Next Capital Management
New York
$3.27M