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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
CW
326
Code Waechter
Florida
$2.27M
BFA
327
Bluestem Financial Advisors
Illinois
$2.25M
SAI
328
Savvy Advisors Inc
New York
$2.25M
CWA
329
Consilium Wealth Advisory
Texas
$2.24M
AIM
330
Aspen Investment Management
Michigan
$2.23M
PIA
331
Panoramic Investment Advisors
Colorado
$2.23M
NFG
332
Northeast Financial Group
Pennsylvania
$2.21M
AIS
333
American Investment Services
Massachusetts
$2.21M
PCG
334
Prosperity Consulting Group
Maryland
$2.2M
QCM
335
Quantinno Capital Management
New York
$2.18M
AWE
336
Avidian Wealth Enterprises
Texas
$2.18M
EFG
337
Everhart Financial Group
Ohio
$2.17M
TWG
338
The Wealth Group
Minnesota
$2.16M
BlackRock
339
BlackRock
New York
$2.15M
IWM
340
IHT Wealth Management
Illinois
$2.15M
SFMG
341
Sage Financial Management Group
Virginia
$2.14M
CM
342
Columbus Macro
Pennsylvania
$2.13M
Bank of Montreal
343
Bank of Montreal
Ontario, Canada
$2.12M
CAG
344
Compass Advisory Group
New York
$2.12M
CA
345
Clearstead Advisors
Ohio
$2.11M
CIP
346
Capital Insight Partners
Arizona
$2.1M
ACG
347
Allen Capital Group
Nebraska
$2.07M
DP
348
Denver PWM
Colorado
$2.06M
MFT
349
Moisand Fitzgerald Tamayo
Florida
$2.04M
WF
350
Whelan Financial
California
$2.03M