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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
PA
376
PFG Advisors
Arizona
$1.73M
CCM
377
Coldstream Capital Management
Washington
$1.7M
OFS
378
Oldfather Financial Services
Nebraska
$1.7M
B
379
Bensler
Washington
$1.7M
WIA
380
World Investment Advisors
California
$1.67M
EWA
381
EverSource Wealth Advisors
Alabama
$1.66M
WFA
382
WJ Financial Advisors
Connecticut
$1.65M
SIG
383
Spinnaker Investment Group
California
$1.64M
AIA
384
Arcadia Investment Advisors
Idaho
$1.62M
GWM
385
Greenhouse Wealth Management
Connecticut
$1.6M
KF
386
Krilogy Financial
Missouri
$1.59M
PWW
387
Pettyjohn Wood & White
Virginia
$1.58M
BJL
388
Brighton Jones LLC
Washington
$1.58M
EF
389
Envision Financial
Wisconsin
$1.57M
MIA
390
Milestone Investment Advisors
Wisconsin
$1.56M
MCM
391
Mendel Capital Management
Arkansas
$1.55M
BPWM
392
Badgley Phelps Wealth Managers
Washington
$1.54M
BCG
393
Bravias Capital Group
New Jersey
$1.54M
ATI
394
ARK & TLK Investments
Oklahoma
$1.53M
WPC
395
Wedmont Private Capital
Pennsylvania
$1.53M
CFIA
396
Cantor Fitzgerald Investment Advisors
New York
$1.53M
CA
397
Cambridge Advisors
Nebraska
$1.52M
CIA
398
Concurrent Investment Advisors
Florida
$1.52M
NGA
399
Naples Global Advisors
Florida
$1.51M
KJWM
400
Kiley Juergens Wealth Management
Washington
$1.5M