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Schwab U.S Small- Cap ETF

1,135 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 85 funds opening new positions, 407 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:

2.12% less ownership

Funds ownership: 34.67%32.55% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 465

Holders
1,135
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
CL
426
Choreo LLC
Illinois
$1.36M
MCCA
427
Mill Creek Capital Advisors
Pennsylvania
$1.36M
JFG
428
JMG Financial Group
Illinois
$1.35M
IA
429
Intellus Advisors
Florida
$1.35M
BP
430
BCK Partners
New York
$1.34M
VCM
431
Virtue Capital Management
Tennessee
$1.33M
SDWMA
432
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.32M
PCM
433
Passive Capital Management
Maryland
$1.3M
FWM
434
Fonville Wealth Management
Virginia
$1.3M
AC
435
Apella Capital
Connecticut
$1.3M
PS
436
Planned Solutions
California
$1.3M
FBB
437
Fulton Breakefield Broenniman
Maryland
$1.29M
IF
438
Ironwood Financial
Arizona
$1.29M
AWM
439
Avior Wealth Management
Nebraska
$1.29M
PWMAG
440
Pinnacle Wealth Management Advisory Group
New Jersey
$1.28M
HWA
441
Heartwood Wealth Advisors
Virginia
$1.28M
SP
442
Sequent Planning
Nebraska
$1.28M
JGCM
443
Joseph Group Capital Management
Ohio
$1.26M
WP
444
Westmount Partners
California
$1.25M
MMHP
445
Murphy Middleton Hinkle & Parker
Georgia
$1.23M
WCM
446
Wisconsin Capital Management
Wisconsin
$1.23M
AIA
447
Armor Investment Advisors
North Carolina
$1.22M
GIA
448
GHP Investment Advisors
Colorado
$1.22M
SSWM
449
Sheets Smith Wealth Management
North Carolina
$1.21M
XPN
450
XY Planning Network
Montana
$1.21M