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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
AIM
326
Aspen Investment Management
Michigan
$2.23M
PIA
327
Panoramic Investment Advisors
Colorado
$2.23M
NFG
328
Northeast Financial Group
Pennsylvania
$2.21M
AIS
329
American Investment Services
Massachusetts
$2.21M
PCG
330
Prosperity Consulting Group
Maryland
$2.2M
QCM
331
Quantinno Capital Management
New York
$2.18M
AWE
332
Avidian Wealth Enterprises
Texas
$2.18M
EFG
333
Everhart Financial Group
Ohio
$2.17M
TWG
334
The Wealth Group
Minnesota
$2.16M
BlackRock
335
BlackRock
New York
$2.15M
IWM
336
IHT Wealth Management
Illinois
$2.15M
SFMG
337
Sage Financial Management Group
Virginia
$2.14M
CM
338
Columbus Macro
Pennsylvania
$2.13M
Bank of Montreal
339
Bank of Montreal
Ontario, Canada
$2.12M
CAG
340
Compass Advisory Group
New York
$2.12M
CA
341
Clearstead Advisors
Ohio
$2.11M
CIP
342
Capital Insight Partners
Arizona
$2.1M
ACG
343
Allen Capital Group
Nebraska
$2.07M
DP
344
Denver PWM
Colorado
$2.06M
MFT
345
Moisand Fitzgerald Tamayo
Florida
$2.04M
WF
346
Whelan Financial
California
$2.03M
MF
347
Midwestern Financial
Iowa
$2.03M
JWS
348
Juncture Wealth Strategies
Arizona
$2.01M
SP
349
SWS Partners
Ohio
$2M
VVP
350
Venture Visionary Partners
Ohio
$1.99M