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