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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
MMHP
451
Murphy Middleton Hinkle & Parker
Georgia
$1.23M
WCM
452
Wisconsin Capital Management
Wisconsin
$1.23M
AIA
453
Armor Investment Advisors
North Carolina
$1.22M
GIA
454
GHP Investment Advisors
Colorado
$1.22M
SSWM
455
Sheets Smith Wealth Management
North Carolina
$1.21M
XPN
456
XY Planning Network
Montana
$1.21M
GCA
457
Gradient Capital Advisors
California
$1.21M
NIM
458
Nicollet Investment Management
Minnesota
$1.2M
Citigroup
459
Citigroup
New York
$1.2M
OFG
460
Omega Financial Group
California
$1.19M
Millennium Management
461
Millennium Management
New York
$1.19M
P
462
&Partners
Tennessee
$1.18M
CA
463
Claro Advisors
Massachusetts
$1.18M
GWWM
464
Great Waters Wealth Management
Minnesota
$1.18M
TA
465
TPG Advisors
Illinois
$1.17M
BWM
466
BankPlus Wealth Management
Mississippi
$1.16M
PWA
467
Peterson Wealth Advisors
Utah
$1.16M
CWA
468
Carolina Wealth Advisors
South Carolina
$1.16M
HI
469
Harbour Investments
Wisconsin
$1.15M
QCG
470
Quadrant Capital Group
Ohio
$1.15M
CCG
471
Coastwise Capital Group
California
$1.14M
WAG
472
Wiser Advisor Group
Arizona
$1.14M
Thrivent Financial for Lutherans
473
Thrivent Financial for Lutherans
Minnesota
$1.14M
DCM
474
Donaldson Capital Management
Indiana
$1.13M
CFO
475
Collective Family Office
Pennsylvania
$1.13M