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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
KLI
376
Kelman-Lazarov Inc
Tennessee
$1.78M
WIM
377
Warwick Investment Management
Texas
$1.78M
FA
378
Financial Advisors
Massachusetts
$1.75M
AO
379
Advisor OS
Illinois
$1.74M
DSC
380
Duncker Streett & Co
Missouri
$1.73M
EWA
381
Exencial Wealth Advisors
Oklahoma
$1.73M
PA
382
PFG Advisors
Arizona
$1.73M
CCM
383
Coldstream Capital Management
Washington
$1.7M
OFS
384
Oldfather Financial Services
Nebraska
$1.7M
B
385
Bensler
Washington
$1.7M
WIA
386
World Investment Advisors
California
$1.67M
EWA
387
EverSource Wealth Advisors
Alabama
$1.66M
WFA
388
WJ Financial Advisors
Connecticut
$1.65M
SIG
389
Spinnaker Investment Group
California
$1.64M
AIA
390
Arcadia Investment Advisors
Idaho
$1.62M
GWM
391
Greenhouse Wealth Management
Connecticut
$1.6M
KF
392
Krilogy Financial
Missouri
$1.59M
PWW
393
Pettyjohn Wood & White
Virginia
$1.58M
BJL
394
Brighton Jones LLC
Washington
$1.58M
EF
395
Envision Financial
Wisconsin
$1.57M
MIA
396
Milestone Investment Advisors
Wisconsin
$1.56M
MCM
397
Mendel Capital Management
Arkansas
$1.55M
BPWM
398
Badgley Phelps Wealth Managers
Washington
$1.54M
BCG
399
Bravias Capital Group
New Jersey
$1.54M
ATI
400
ARK & TLK Investments
Oklahoma
$1.53M