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