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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
PAG
251
Private Advisor Group
New Jersey
$3.3M
VNA
252
Valley National Advisers
Pennsylvania
$3.28M
NCM
253
Next Capital Management
New York
$3.27M
SM
254
Sensible Money
Arizona
$3.27M
AC
255
AlphaCore Capital
California
$3.26M
GG
256
Gleason Group
Kentucky
$3.26M
LBC
257
Lowe Brockenbrough & Co
Virginia
$3.26M
CAG
258
Csenge Advisory Group
Florida
$3.25M
SA
259
Sanctuary Advisors
Indiana
$3.24M
PFM
260
Phillips Financial Management
Indiana
$3.23M
TSWM
261
Triangle Securities Wealth Management
North Carolina
$3.22M
UAG
262
United Advisor Group
Ohio
$3.2M
PFWA
263
Paces Ferry Wealth Advisors
Georgia
$3.18M
BCM
264
Boltwood Capital Management
California
$3.16M
VCM
265
Vision Capital Management
Oregon
$3.13M
LF
266
Lee Financial
Texas
$3.03M
BCWM
267
Bartlett & Co Wealth Management
Ohio
$3.03M
PA
268
Pinnacle Associates
New York
$3.02M
HSA
269
HBK Sorce Advisory
Pennsylvania
$3.02M
CNFG
270
Creegan & Nassoura Financial Group
New Hampshire
$3.01M
FIBT
271
First International Bank & Trust
North Dakota
$3.01M
ACM
272
Arcataur Capital Management
Wisconsin
$3.01M
EFP
273
Elser Financial Planning
Indiana
$3.01M
NB
274
NBT Bank
New York
$2.96M
SEIA
275
Signature Estate & Investment Advisors
California
$2.95M