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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
SWM
301
SeaCrest Wealth Management
New York
$2.64M
GFP
302
Guardian Financial Partners
California
$2.63M
IRC
303
Investors Research Corp
Georgia
$2.63M
EE
304
EWG Elevate
California
$2.61M
WCM
305
Winthrop Capital Management
Indiana
$2.61M
IWMA
306
Ironwood Wealth Management (Arizona)
Arizona
$2.58M
American Century Companies
307
American Century Companies
Missouri
$2.56M
BAM
308
Berkshire Asset Management
Pennsylvania
$2.55M
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
$2.54M
PGFC
310
Peapack-Gladstone Financial Corp
New Jersey
$2.52M
MS
311
Madden Securities
Texas
$2.51M
CA
312
Centerpoint Advisors
Massachusetts
$2.51M
RWP
313
Revolve Wealth Partners
New Jersey
$2.49M
LKBC
314
L.K. Benson & Company
Maryland
$2.48M
MMCM
315
Murphy & Mullick Capital Management
New York
$2.47M
JPLA
316
Joseph P. Lucia & Associates
New York
$2.47M
EH
317
Equitable Holdings
New York
$2.47M
ML
318
McAdam LLC
Pennsylvania
$2.45M
LFG
319
Larson Financial Group
Missouri
$2.45M
PAYA
320
Phil A. Younker & Associates
Alaska
$2.43M
Comerica Bank
321
Comerica Bank
Texas
$2.43M
ISWM
322
Independent Solutions Wealth Management
New York
$2.38M
VT
323
Vise Technologies
New York
$2.34M
IC
324
IEQ Capital
California
$2.33M
FCM
325
Firestone Capital Management
Florida
$2.31M