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Schwab U.S Small- Cap ETF

1,154 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 413 increasing their positions, 474 reducing their positions, and 37 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: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
FVWA
226
Foster Victor Wealth Advisors
South Carolina
$3.94M
WCM
227
Weaver Capital Management
Georgia
$3.94M
GA
228
Gordian Advisors
Arizona
$3.94M
William Blair & Company
229
William Blair & Company
Illinois
$3.92M
CAAM
230
Cornerstone Advisors Asset Management
Pennsylvania
$3.91M
EFG
231
Embree Financial Group
Illinois
$3.9M
CFA
232
Cahill Financial Advisors
Minnesota
$3.89M
FPAS
233
Focus Partners Advisor Solutions
Missouri
$3.89M
MI
234
Moneywise Inc
Virginia
$3.83M
OF
235
Outfitter Financial
Maine
$3.77M
AWM
236
Abound Wealth Management
Tennessee
$3.77M
DFA
237
DHJJ Financial Advisors
Illinois
$3.76M
LCM
238
Liberty Capital Management
Michigan
$3.74M
DI
239
Diligent Investors
California
$3.72M
RWP
240
RWA Wealth Partners
Massachusetts
$3.68M
VFS
241
Valpey Financial Services
New Hampshire
$3.64M
PWM
242
Perigon Wealth Management
California
$3.63M
VA
243
Valmark Advisers
Ohio
$3.61M
NDSI
244
Newman Dignan & Sheerar Inc
Rhode Island
$3.61M
KHC
245
Koesten Hirschmann & Crabtree
Kansas
$3.54M
PP
246
Patten & Patten
Tennessee
$3.52M
DWM
247
Destination Wealth Management
California
$3.51M
CB
248
Community Bank
New York
$3.49M
BP
249
Broadleaf Partners
Ohio
$3.47M
TCM
250
Tradewinds Capital Management
Washington
$3.42M