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