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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
FFA
326
Farther Finance Advisors
California
$2.28M
BCI
327
Brinker Capital Investments
Pennsylvania
$2.28M
CW
328
Code Waechter
Florida
$2.27M
BFA
329
Bluestem Financial Advisors
Illinois
$2.25M
SAI
330
Savvy Advisors Inc
New York
$2.25M
CWA
331
Consilium Wealth Advisory
Texas
$2.24M
AIM
332
Aspen Investment Management
Michigan
$2.23M
PIA
333
Panoramic Investment Advisors
Colorado
$2.23M
NFG
334
Northeast Financial Group
Pennsylvania
$2.21M
AIS
335
American Investment Services
Massachusetts
$2.21M
PCG
336
Prosperity Consulting Group
Maryland
$2.2M
QCM
337
Quantinno Capital Management
New York
$2.18M
AWE
338
Avidian Wealth Enterprises
Texas
$2.18M
EFG
339
Everhart Financial Group
Ohio
$2.17M
TWG
340
The Wealth Group
Minnesota
$2.16M
BlackRock
341
BlackRock
New York
$2.15M
IWM
342
IHT Wealth Management
Illinois
$2.15M
SFMG
343
Sage Financial Management Group
Virginia
$2.14M
CM
344
Columbus Macro
Pennsylvania
$2.13M
Bank of Montreal
345
Bank of Montreal
Ontario, Canada
$2.12M
CAG
346
Compass Advisory Group
New York
$2.12M
CA
347
Clearstead Advisors
Ohio
$2.11M
CIP
348
Capital Insight Partners
Arizona
$2.1M
ACG
349
Allen Capital Group
Nebraska
$2.07M
DP
350
Denver PWM
Colorado
$2.06M