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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
CCM
376
Coldstream Capital Management
Washington
$1.7M
OFS
377
Oldfather Financial Services
Nebraska
$1.7M
B
378
Bensler
Washington
$1.7M
WIA
379
World Investment Advisors
California
$1.67M
EWA
380
EverSource Wealth Advisors
Alabama
$1.66M
WFA
381
WJ Financial Advisors
Connecticut
$1.65M
SIG
382
Spinnaker Investment Group
California
$1.64M
AIA
383
Arcadia Investment Advisors
Idaho
$1.62M
GWM
384
Greenhouse Wealth Management
Connecticut
$1.6M
KF
385
Krilogy Financial
Missouri
$1.59M
PWW
386
Pettyjohn Wood & White
Virginia
$1.58M
BJL
387
Brighton Jones LLC
Washington
$1.58M
EF
388
Envision Financial
Wisconsin
$1.57M
MIA
389
Milestone Investment Advisors
Wisconsin
$1.56M
MCM
390
Mendel Capital Management
Arkansas
$1.55M
BPWM
391
Badgley Phelps Wealth Managers
Washington
$1.54M
BCG
392
Bravias Capital Group
New Jersey
$1.54M
ATI
393
ARK & TLK Investments
Oklahoma
$1.53M
WPC
394
Wedmont Private Capital
Pennsylvania
$1.53M
CFIA
395
Cantor Fitzgerald Investment Advisors
New York
$1.53M
CA
396
Cambridge Advisors
Nebraska
$1.52M
CIA
397
Concurrent Investment Advisors
Florida
$1.52M
NGA
398
Naples Global Advisors
Florida
$1.51M
KJWM
399
Kiley Juergens Wealth Management
Washington
$1.5M
SPFA
400
Summit Place Financial Advisors
New Jersey
$1.5M