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Schwab U.S Small- Cap ETF

1,154 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, 413 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:

2.07% less ownership

Funds ownership: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
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
WPC
401
Wedmont Private Capital
Pennsylvania
$1.53M
CFIA
402
Cantor Fitzgerald Investment Advisors
New York
$1.53M
CA
403
Cambridge Advisors
Nebraska
$1.52M
CIA
404
Concurrent Investment Advisors
Florida
$1.52M
NGA
405
Naples Global Advisors
Florida
$1.51M
KJWM
406
Kiley Juergens Wealth Management
Washington
$1.5M
SPFA
407
Summit Place Financial Advisors
New Jersey
$1.5M
NA
408
Nestegg Advisors
New York
$1.49M
GRP
409
Global Retirement Partners
California
$1.48M
VFA
410
Valeo Financial Advisors
Indiana
$1.48M
BWM
411
Blossom Wealth Management
California
$1.48M
HA
412
HC Advisors
Georgia
$1.47M
IA
413
IFS Advisors
Kansas
$1.46M
SF
414
Seek First
California
$1.45M
GC
415
Grimes & Company
Massachusetts
$1.45M
BWM
416
BNC Wealth Management
Oregon
$1.43M
NFTC
417
North Forty Two & Co
Oregon
$1.42M
LFA
418
Laraway Financial Advisors
Minnesota
$1.42M
VPIM
419
Vanguard Personalized Indexing Management
California
$1.41M
RWA
420
Redhawk Wealth Advisors
Minnesota
$1.41M
FIA
421
Foundations Investment Advisors
Arizona
$1.4M
EWM
422
Elmwood Wealth Management
California
$1.4M
MAMG
423
Milestone Asset Management Group
Connecticut
$1.39M
SFC
424
Sprinkle Financial Consultants
Colorado
$1.39M
PA
425
Parallel Advisors
California
$1.38M