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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
SC
276
Sykon Capital
New York
$2.94M
Citadel Advisors
277
Citadel Advisors
Florida
$2.94M
STA
278
Smith Thornton Advisors
Alabama
$2.93M
CG
279
Cynosure Group
Utah
$2.93M
WP
280
WealthShield Partners
North Carolina
$2.92M
LIM
281
Leavell Investment Management
Alabama
$2.92M
CCA
282
Cobblestone Capital Advisors
New York
$2.92M
Natixis Advisors
283
Natixis Advisors
Massachusetts
$2.91M
EW
284
Element Wealth
Mississippi
$2.91M
FG
285
Foster Group
Iowa
$2.89M
HG
286
Harbor Group
New Hampshire
$2.89M
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$2.88M
AOWM
288
Alpha Omega Wealth Management
Virginia
$2.88M
1IA
289
1834 Investment Advisors
Wisconsin
$2.86M
SF
290
Summit Financial
New Jersey
$2.84M
WAP
291
Wealthcare Advisory Partners
Pennsylvania
$2.83M
CFG
292
Citizens Financial Group
Rhode Island
$2.8M
AIA
293
Accelerate Investment Advisors
California
$2.79M
CMBA
294
C.M. Bidwell & Associates
Hawaii
$2.75M
SFG
295
Sunburst Financial Group
Alabama
$2.75M
FWA
296
FSM Wealth Advisors
Ohio
$2.74M
CG
297
Caprock Group
Idaho
$2.72M
PMG
298
ProVise Management Group
Florida
$2.68M
SWM
299
SeaCrest Wealth Management
New York
$2.64M
GFP
300
Guardian Financial Partners
California
$2.63M