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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
WPA
426
West Paces Advisors
Georgia
$1.37M
SWP
427
Stratos Wealth Partners
Ohio
$1.37M
AGC
428
Aspen Grove Capital
Colorado
$1.37M
CHA
429
Cooper/Haims Advisors
New York
$1.36M
OFS
430
OneAscent Financial Services
Alabama
$1.36M
CL
431
Choreo LLC
Illinois
$1.36M
MCCA
432
Mill Creek Capital Advisors
Pennsylvania
$1.36M
JFG
433
JMG Financial Group
Illinois
$1.35M
IA
434
Intellus Advisors
Florida
$1.35M
BP
435
BCK Partners
New York
$1.34M
VCM
436
Virtue Capital Management
Tennessee
$1.33M
SDWMA
437
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.32M
PCM
438
Passive Capital Management
Maryland
$1.3M
FWM
439
Fonville Wealth Management
Virginia
$1.3M
AC
440
Apella Capital
Connecticut
$1.3M
PS
441
Planned Solutions
California
$1.3M
FBB
442
Fulton Breakefield Broenniman
Maryland
$1.29M
IF
443
Ironwood Financial
Arizona
$1.29M
AWM
444
Avior Wealth Management
Nebraska
$1.29M
PWMAG
445
Pinnacle Wealth Management Advisory Group
New Jersey
$1.28M
HWA
446
Heartwood Wealth Advisors
Virginia
$1.28M
SP
447
Sequent Planning
Nebraska
$1.28M
JGCM
448
Joseph Group Capital Management
Ohio
$1.26M
WP
449
Westmount Partners
California
$1.25M
MMHP
450
Murphy Middleton Hinkle & Parker
Georgia
$1.23M