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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
SPFA
401
Summit Place Financial Advisors
New Jersey
$1.5M
NA
402
Nestegg Advisors
New York
$1.49M
GRP
403
Global Retirement Partners
California
$1.48M
VFA
404
Valeo Financial Advisors
Indiana
$1.48M
BWM
405
Blossom Wealth Management
California
$1.48M
HA
406
HC Advisors
Georgia
$1.47M
IA
407
IFS Advisors
Kansas
$1.46M
SF
408
Seek First
California
$1.45M
GC
409
Grimes & Company
Massachusetts
$1.45M
BWM
410
BNC Wealth Management
Oregon
$1.43M
NFTC
411
North Forty Two & Co
Oregon
$1.42M
LFA
412
Laraway Financial Advisors
Minnesota
$1.42M
VPIM
413
Vanguard Personalized Indexing Management
California
$1.41M
RWA
414
Redhawk Wealth Advisors
Minnesota
$1.41M
FIA
415
Foundations Investment Advisors
Arizona
$1.4M
EWM
416
Elmwood Wealth Management
California
$1.4M
MAMG
417
Milestone Asset Management Group
Connecticut
$1.39M
SFC
418
Sprinkle Financial Consultants
Colorado
$1.39M
PA
419
Parallel Advisors
California
$1.38M
CF
420
Centaurus Financial
California
$1.38M
MG
421
MilWealth Group
Wisconsin
$1.37M
WPA
422
West Paces Advisors
Georgia
$1.37M
SWP
423
Stratos Wealth Partners
Ohio
$1.37M
AGC
424
Aspen Grove Capital
Colorado
$1.37M
CHA
425
Cooper/Haims Advisors
New York
$1.36M