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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
MF
351
Midwestern Financial
Iowa
$2.03M
JWS
352
Juncture Wealth Strategies
Arizona
$2.01M
SP
353
SWS Partners
Ohio
$2M
VVP
354
Venture Visionary Partners
Ohio
$1.99M
SFC
355
Strategic Financial Concepts
Texas
$1.99M
MAWAG
356
Mid-American Wealth Advisory Group
Missouri
$1.98M
JWA
357
JFS Wealth Advisors
Pennsylvania
$1.98M
CIBC Private Wealth Group
358
CIBC Private Wealth Group
Georgia
$1.96M
NHC
359
Nicholas Hoffman & Company
Georgia
$1.91M
ATPW
360
Ashton Thomas Private Wealth
Arizona
$1.88M
MWP
361
Moller Wealth Partners
$1.87M
LA
362
LVW Advisors
New York
$1.86M
CFS
363
CRA Financial Services
New Jersey
$1.85M
SFWA
364
Summit Financial Wealth Advisors
Louisiana
$1.84M
MPCA
365
Madison Park Capital Advisors
Washington
$1.84M
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$1.84M
B
367
Bailard
California
$1.83M
DWM
368
Dakota Wealth Management
Florida
$1.82M
DAS
369
Diversify Advisory Services
Utah
$1.82M
LC
370
LTG Capital
Massachusetts
$1.81M
PSCM
371
Per Stirling Capital Management
Texas
$1.81M
VCP
372
Vista Capital Partners
Oregon
$1.8M
OPWM
373
Oakwell Private Wealth Management
Texas
$1.79M
KLI
374
Kelman-Lazarov Inc
Tennessee
$1.78M
WIM
375
Warwick Investment Management
Texas
$1.78M