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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
CF
426
Centaurus Financial
California
$1.38M
MG
427
MilWealth Group
Wisconsin
$1.37M
WPA
428
West Paces Advisors
Georgia
$1.37M
SWP
429
Stratos Wealth Partners
Ohio
$1.37M
AGC
430
Aspen Grove Capital
Colorado
$1.37M
CHA
431
Cooper/Haims Advisors
New York
$1.36M
OFS
432
OneAscent Financial Services
Alabama
$1.36M
CL
433
Choreo LLC
Illinois
$1.36M
MCCA
434
Mill Creek Capital Advisors
Pennsylvania
$1.36M
JFG
435
JMG Financial Group
Illinois
$1.35M
IA
436
Intellus Advisors
Florida
$1.35M
BP
437
BCK Partners
New York
$1.34M
SDWMA
438
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.32M
PCM
439
Passive Capital Management
Maryland
$1.3M
FWM
440
Fonville Wealth Management
Virginia
$1.3M
AC
441
Apella Capital
Connecticut
$1.3M
PS
442
Planned Solutions
California
$1.3M
FBB
443
Fulton Breakefield Broenniman
Maryland
$1.29M
IF
444
Ironwood Financial
Arizona
$1.29M
AWM
445
Avior Wealth Management
Nebraska
$1.29M
PWMAG
446
Pinnacle Wealth Management Advisory Group
New Jersey
$1.28M
HWA
447
Heartwood Wealth Advisors
Virginia
$1.28M
SP
448
Sequent Planning
Nebraska
$1.28M
JGCM
449
Joseph Group Capital Management
Ohio
$1.26M
WP
450
Westmount Partners
California
$1.25M