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Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
MFT
351
Moisand Fitzgerald Tamayo
Florida
$2.04M
WF
352
Whelan Financial
California
$2.03M
MF
353
Midwestern Financial
Iowa
$2.03M
JWS
354
Juncture Wealth Strategies
Arizona
$2.01M
SP
355
SWS Partners
Ohio
$2M
VVP
356
Venture Visionary Partners
Ohio
$1.99M
SFC
357
Strategic Financial Concepts
Texas
$1.99M
MAWAG
358
Mid-American Wealth Advisory Group
Missouri
$1.98M
JWA
359
JFS Wealth Advisors
Pennsylvania
$1.98M
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$1.96M
NHC
361
Nicholas Hoffman & Company
Georgia
$1.91M
ATPW
362
Ashton Thomas Private Wealth
Arizona
$1.88M
MWP
363
Moller Wealth Partners
$1.87M
LA
364
LVW Advisors
New York
$1.86M
CFS
365
CRA Financial Services
New Jersey
$1.85M
SFWA
366
Summit Financial Wealth Advisors
Louisiana
$1.84M
MPCA
367
Madison Park Capital Advisors
Washington
$1.84M
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$1.84M
B
369
Bailard
California
$1.83M
DWM
370
Dakota Wealth Management
Florida
$1.82M
DAS
371
Diversify Advisory Services
Utah
$1.82M
LC
372
LTG Capital
Massachusetts
$1.81M
PSCM
373
Per Stirling Capital Management
Texas
$1.81M
VCP
374
Vista Capital Partners
Oregon
$1.8M
OPWM
375
Oakwell Private Wealth Management
Texas
$1.79M