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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
SFC
351
Strategic Financial Concepts
Texas
$1.99M
MAWAG
352
Mid-American Wealth Advisory Group
Missouri
$1.98M
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.98M
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$1.96M
NHC
355
Nicholas Hoffman & Company
Georgia
$1.91M
ATPW
356
Ashton Thomas Private Wealth
Arizona
$1.88M
MWP
357
Moller Wealth Partners
$1.87M
LA
358
LVW Advisors
New York
$1.86M
CFS
359
CRA Financial Services
New Jersey
$1.85M
SFWA
360
Summit Financial Wealth Advisors
Louisiana
$1.84M
MPCA
361
Madison Park Capital Advisors
Washington
$1.84M
Janney Montgomery Scott
362
Janney Montgomery Scott
Pennsylvania
$1.84M
B
363
Bailard
California
$1.83M
DWM
364
Dakota Wealth Management
Florida
$1.82M
DAS
365
Diversify Advisory Services
Utah
$1.82M
PSCM
366
Per Stirling Capital Management
Texas
$1.81M
VCP
367
Vista Capital Partners
Oregon
$1.8M
OPWM
368
Oakwell Private Wealth Management
Texas
$1.79M
KLI
369
Kelman-Lazarov Inc
Tennessee
$1.78M
WIM
370
Warwick Investment Management
Texas
$1.78M
FA
371
Financial Advisors
Massachusetts
$1.75M
AO
372
Advisor OS
Illinois
$1.74M
DSC
373
Duncker Streett & Co
Missouri
$1.73M
EWA
374
Exencial Wealth Advisors
Oklahoma
$1.73M
PA
375
PFG Advisors
Arizona
$1.73M