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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
SEIA
276
Signature Estate & Investment Advisors
California
$2.95M
SC
277
Sykon Capital
New York
$2.94M
Citadel Advisors
278
Citadel Advisors
Florida
$2.94M
STA
279
Smith Thornton Advisors
Alabama
$2.93M
CG
280
Cynosure Group
Utah
$2.93M
WP
281
WealthShield Partners
North Carolina
$2.92M
LIM
282
Leavell Investment Management
Alabama
$2.92M
CCA
283
Cobblestone Capital Advisors
New York
$2.92M
Natixis Advisors
284
Natixis Advisors
Massachusetts
$2.91M
EW
285
Element Wealth
Mississippi
$2.91M
FG
286
Foster Group
Iowa
$2.89M
VCM
287
Virtue Capital Management
Tennessee
$2.89M
HG
288
Harbor Group
New Hampshire
$2.89M
Kovitz Investment Group Partners
289
Kovitz Investment Group Partners
Illinois
$2.88M
AOWM
290
Alpha Omega Wealth Management
Virginia
$2.88M
1IA
291
1834 Investment Advisors
Wisconsin
$2.86M
SF
292
Summit Financial
New Jersey
$2.84M
WAP
293
Wealthcare Advisory Partners
Pennsylvania
$2.83M
CFG
294
Citizens Financial Group
Rhode Island
$2.8M
AIA
295
Accelerate Investment Advisors
California
$2.79M
CMBA
296
C.M. Bidwell & Associates
Hawaii
$2.75M
SFG
297
Sunburst Financial Group
Alabama
$2.75M
FWA
298
FSM Wealth Advisors
Ohio
$2.74M
CG
299
Caprock Group
Idaho
$2.72M
PMG
300
ProVise Management Group
Florida
$2.68M