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Schwab U.S Small- Cap ETF

1,148 hedge funds and large institutions have $6.69B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 411 increasing their positions, 471 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:

2.07% less ownership

Funds ownership: 34.74%32.68% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 471

Holders
1,148
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
GA
226
Gordian Advisors
Arizona
$3.94M
William Blair & Company
227
William Blair & Company
Illinois
$3.92M
CAAM
228
Cornerstone Advisors Asset Management
Pennsylvania
$3.91M
EFG
229
Embree Financial Group
Illinois
$3.9M
NRI
230
NFP Retirement Inc
California
$3.9M
CFA
231
Cahill Financial Advisors
Minnesota
$3.89M
FPAS
232
Focus Partners Advisor Solutions
Missouri
$3.89M
MI
233
Moneywise Inc
Virginia
$3.83M
OF
234
Outfitter Financial
Maine
$3.77M
AWM
235
Abound Wealth Management
Tennessee
$3.77M
DFA
236
DHJJ Financial Advisors
Illinois
$3.76M
LCM
237
Liberty Capital Management
Michigan
$3.74M
DI
238
Diligent Investors
California
$3.72M
RWP
239
RWA Wealth Partners
Massachusetts
$3.68M
VFS
240
Valpey Financial Services
New Hampshire
$3.64M
PWM
241
Perigon Wealth Management
California
$3.63M
VA
242
Valmark Advisers
Ohio
$3.61M
NDSI
243
Newman Dignan & Sheerar Inc
Rhode Island
$3.61M
KHC
244
Koesten Hirschmann & Crabtree
Kansas
$3.54M
PP
245
Patten & Patten
Tennessee
$3.52M
DWM
246
Destination Wealth Management
California
$3.51M
CB
247
Community Bank
New York
$3.49M
BP
248
Broadleaf Partners
Ohio
$3.47M
TCM
249
Tradewinds Capital Management
Washington
$3.42M
ACA
250
Aptus Capital Advisors
Alabama
$3.35M