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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
ACA
251
Aptus Capital Advisors
Alabama
$3.35M
PAG
252
Private Advisor Group
New Jersey
$3.3M
VNA
253
Valley National Advisers
Pennsylvania
$3.28M
NCM
254
Next Capital Management
New York
$3.27M
SM
255
Sensible Money
Arizona
$3.27M
AC
256
AlphaCore Capital
California
$3.26M
GG
257
Gleason Group
Kentucky
$3.26M
LBC
258
Lowe Brockenbrough & Co
Virginia
$3.26M
CAG
259
Csenge Advisory Group
Florida
$3.25M
SA
260
Sanctuary Advisors
Indiana
$3.24M
PFM
261
Phillips Financial Management
Indiana
$3.23M
TSWM
262
Triangle Securities Wealth Management
North Carolina
$3.22M
UAG
263
United Advisor Group
Ohio
$3.2M
PFWA
264
Paces Ferry Wealth Advisors
Georgia
$3.18M
BCM
265
Boltwood Capital Management
California
$3.16M
VCM
266
Vision Capital Management
Oregon
$3.13M
LF
267
Lee Financial
Texas
$3.03M
BCWM
268
Bartlett & Co Wealth Management
Ohio
$3.03M
PA
269
Pinnacle Associates
New York
$3.02M
HSA
270
HBK Sorce Advisory
Pennsylvania
$3.02M
CNFG
271
Creegan & Nassoura Financial Group
New Hampshire
$3.01M
FIBT
272
First International Bank & Trust
North Dakota
$3.01M
ACM
273
Arcataur Capital Management
Wisconsin
$3.01M
EFP
274
Elser Financial Planning
Indiana
$3.01M
NB
275
NBT Bank
New York
$2.96M