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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
IRC
301
Investors Research Corp
Georgia
$2.63M
EE
302
EWG Elevate
California
$2.61M
WCM
303
Winthrop Capital Management
Indiana
$2.61M
IWMA
304
Ironwood Wealth Management (Arizona)
Arizona
$2.58M
American Century Companies
305
American Century Companies
Missouri
$2.56M
BAM
306
Berkshire Asset Management
Pennsylvania
$2.55M
Susquehanna International Group
307
Susquehanna International Group
Pennsylvania
$2.54M
PGFC
308
Peapack-Gladstone Financial Corp
New Jersey
$2.52M
MS
309
Madden Securities
Texas
$2.51M
CA
310
Centerpoint Advisors
Massachusetts
$2.51M
RWP
311
Revolve Wealth Partners
New Jersey
$2.49M
LKBC
312
L.K. Benson & Company
Maryland
$2.48M
MMCM
313
Murphy & Mullick Capital Management
New York
$2.47M
JPLA
314
Joseph P. Lucia & Associates
New York
$2.47M
EH
315
Equitable Holdings
New York
$2.47M
ML
316
McAdam LLC
Pennsylvania
$2.45M
LFG
317
Larson Financial Group
Missouri
$2.45M
PAYA
318
Phil A. Younker & Associates
Alaska
$2.43M
Comerica Bank
319
Comerica Bank
Texas
$2.43M
ISWM
320
Independent Solutions Wealth Management
New York
$2.38M
VT
321
Vise Technologies
New York
$2.34M
IC
322
IEQ Capital
California
$2.33M
FCM
323
Firestone Capital Management
Florida
$2.31M
FFA
324
Farther Finance Advisors
California
$2.28M
BCI
325
Brinker Capital Investments
Pennsylvania
$2.28M