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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
WP
276
WealthShield Partners
North Carolina
$2.92M
LIM
277
Leavell Investment Management
Alabama
$2.92M
CCA
278
Cobblestone Capital Advisors
New York
$2.92M
Natixis Advisors
279
Natixis Advisors
Massachusetts
$2.91M
EW
280
Element Wealth
Mississippi
$2.91M
FG
281
Foster Group
Iowa
$2.89M
HG
282
Harbor Group
New Hampshire
$2.89M
Kovitz Investment Group Partners
283
Kovitz Investment Group Partners
Illinois
$2.88M
AOWM
284
Alpha Omega Wealth Management
Virginia
$2.88M
1IA
285
1834 Investment Advisors
Wisconsin
$2.86M
SF
286
Summit Financial
New Jersey
$2.84M
WAP
287
Wealthcare Advisory Partners
Pennsylvania
$2.83M
CFG
288
Citizens Financial Group
Rhode Island
$2.8M
AIA
289
Accelerate Investment Advisors
California
$2.79M
CMBA
290
C.M. Bidwell & Associates
Hawaii
$2.75M
SFG
291
Sunburst Financial Group
Alabama
$2.75M
FWA
292
FSM Wealth Advisors
Ohio
$2.74M
CG
293
Caprock Group
Idaho
$2.72M
PMG
294
ProVise Management Group
Florida
$2.68M
SWM
295
SeaCrest Wealth Management
New York
$2.64M
GFP
296
Guardian Financial Partners
California
$2.63M
IRC
297
Investors Research Corp
Georgia
$2.63M
EE
298
EWG Elevate
California
$2.61M
WCM
299
Winthrop Capital Management
Indiana
$2.61M
IWMA
300
Ironwood Wealth Management (Arizona)
Arizona
$2.58M