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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
GCA
451
Gradient Capital Advisors
California
$1.21M
NIM
452
Nicollet Investment Management
Minnesota
$1.2M
Citigroup
453
Citigroup
New York
$1.2M
OFG
454
Omega Financial Group
California
$1.19M
Millennium Management
455
Millennium Management
New York
$1.19M
P
456
&Partners
Tennessee
$1.18M
CA
457
Claro Advisors
Massachusetts
$1.18M
GWWM
458
Great Waters Wealth Management
Minnesota
$1.18M
TA
459
TPG Advisors
Illinois
$1.17M
BWM
460
BankPlus Wealth Management
Mississippi
$1.16M
PWA
461
Peterson Wealth Advisors
Utah
$1.16M
CWA
462
Carolina Wealth Advisors
South Carolina
$1.16M
HI
463
Harbour Investments
Wisconsin
$1.15M
QCG
464
Quadrant Capital Group
Ohio
$1.15M
CCG
465
Coastwise Capital Group
California
$1.14M
WAG
466
Wiser Advisor Group
Arizona
$1.14M
Thrivent Financial for Lutherans
467
Thrivent Financial for Lutherans
Minnesota
$1.14M
DCM
468
Donaldson Capital Management
Indiana
$1.13M
CFO
469
Collective Family Office
Pennsylvania
$1.13M
EFS
470
Econ Financial Services
Pennsylvania
$1.12M
WBCM
471
Wilson & Boucher Capital Management
California
$1.12M
SAM
472
Summit Asset Management
Tennessee
$1.12M
TWP
473
Tempus Wealth Planning
California
$1.12M
PWM
474
Paulson Wealth Management
Illinois
$1.11M
NP
475
NorthRock Partners
Minnesota
$1.11M