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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
SM
251
Sensible Money
Arizona
$3.27M
AC
252
AlphaCore Capital
California
$3.26M
GG
253
Gleason Group
Kentucky
$3.26M
LBC
254
Lowe Brockenbrough & Co
Virginia
$3.26M
CAG
255
Csenge Advisory Group
Florida
$3.25M
PFM
256
Phillips Financial Management
Indiana
$3.23M
TSWM
257
Triangle Securities Wealth Management
North Carolina
$3.22M
UAG
258
United Advisor Group
Ohio
$3.2M
PFWA
259
Paces Ferry Wealth Advisors
Georgia
$3.18M
BCM
260
Boltwood Capital Management
California
$3.16M
VCM
261
Vision Capital Management
Oregon
$3.13M
LF
262
Lee Financial
Texas
$3.03M
BCWM
263
Bartlett & Co Wealth Management
Ohio
$3.03M
PA
264
Pinnacle Associates
New York
$3.02M
HSA
265
HBK Sorce Advisory
Pennsylvania
$3.02M
CNFG
266
Creegan & Nassoura Financial Group
New Hampshire
$3.01M
FIBT
267
First International Bank & Trust
North Dakota
$3.01M
ACM
268
Arcataur Capital Management
Wisconsin
$3.01M
EFP
269
Elser Financial Planning
Indiana
$3.01M
NB
270
NBT Bank
New York
$2.96M
SEIA
271
Signature Estate & Investment Advisors
California
$2.95M
SC
272
Sykon Capital
New York
$2.94M
Citadel Advisors
273
Citadel Advisors
Florida
$2.94M
STA
274
Smith Thornton Advisors
Alabama
$2.93M
CG
275
Cynosure Group
Utah
$2.93M