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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
CA
401
Cambridge Advisors
Nebraska
$1.52M
CIA
402
Concurrent Investment Advisors
Florida
$1.52M
NGA
403
Naples Global Advisors
Florida
$1.51M
KJWM
404
Kiley Juergens Wealth Management
Washington
$1.5M
SPFA
405
Summit Place Financial Advisors
New Jersey
$1.5M
NA
406
Nestegg Advisors
New York
$1.49M
GRP
407
Global Retirement Partners
California
$1.48M
VFA
408
Valeo Financial Advisors
Indiana
$1.48M
BWM
409
Blossom Wealth Management
California
$1.48M
HA
410
HC Advisors
Georgia
$1.47M
IA
411
IFS Advisors
Kansas
$1.46M
SF
412
Seek First
California
$1.45M
GC
413
Grimes & Company
Massachusetts
$1.45M
BWM
414
BNC Wealth Management
Oregon
$1.43M
NFTC
415
North Forty Two & Co
Oregon
$1.42M
LFA
416
Laraway Financial Advisors
Minnesota
$1.42M
VPIM
417
Vanguard Personalized Indexing Management
California
$1.41M
RWA
418
Redhawk Wealth Advisors
Minnesota
$1.41M
FIA
419
Foundations Investment Advisors
Arizona
$1.4M
EWM
420
Elmwood Wealth Management
California
$1.4M
MAMG
421
Milestone Asset Management Group
Connecticut
$1.39M
SFC
422
Sprinkle Financial Consultants
Colorado
$1.39M
PA
423
Parallel Advisors
California
$1.38M
CF
424
Centaurus Financial
California
$1.38M
MG
425
MilWealth Group
Wisconsin
$1.37M