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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
American Century Companies
301
American Century Companies
Missouri
$2.56M
BAM
302
Berkshire Asset Management
Pennsylvania
$2.55M
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$2.54M
PGFC
304
Peapack-Gladstone Financial Corp
New Jersey
$2.52M
MS
305
Madden Securities
Texas
$2.51M
CA
306
Centerpoint Advisors
Massachusetts
$2.51M
RWP
307
Revolve Wealth Partners
New Jersey
$2.49M
LKBC
308
L.K. Benson & Company
Maryland
$2.48M
MMCM
309
Murphy & Mullick Capital Management
New York
$2.47M
JPLA
310
Joseph P. Lucia & Associates
New York
$2.47M
EH
311
Equitable Holdings
New York
$2.47M
ML
312
McAdam LLC
Pennsylvania
$2.45M
LFG
313
Larson Financial Group
Missouri
$2.45M
PAYA
314
Phil A. Younker & Associates
Alaska
$2.43M
Comerica Bank
315
Comerica Bank
Texas
$2.43M
ISWM
316
Independent Solutions Wealth Management
New York
$2.38M
VT
317
Vise Technologies
New York
$2.34M
IC
318
IEQ Capital
California
$2.33M
FCM
319
Firestone Capital Management
Florida
$2.31M
FFA
320
Farther Finance Advisors
California
$2.28M
BCI
321
Brinker Capital Investments
Pennsylvania
$2.28M
CW
322
Code Waechter
Florida
$2.27M
BFA
323
Bluestem Financial Advisors
Illinois
$2.25M
SAI
324
Savvy Advisors Inc
New York
$2.25M
CWA
325
Consilium Wealth Advisory
Texas
$2.24M