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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
WCM
451
Wisconsin Capital Management
Wisconsin
$1.23M
AIA
452
Armor Investment Advisors
North Carolina
$1.22M
GIA
453
GHP Investment Advisors
Colorado
$1.22M
SSWM
454
Sheets Smith Wealth Management
North Carolina
$1.21M
XPN
455
XY Planning Network
Montana
$1.21M
GCA
456
Gradient Capital Advisors
California
$1.21M
NIM
457
Nicollet Investment Management
Minnesota
$1.2M
Citigroup
458
Citigroup
New York
$1.2M
OFG
459
Omega Financial Group
California
$1.19M
Millennium Management
460
Millennium Management
New York
$1.19M
P
461
&Partners
Tennessee
$1.18M
CA
462
Claro Advisors
Massachusetts
$1.18M
GWWM
463
Great Waters Wealth Management
Minnesota
$1.18M
TA
464
TPG Advisors
Illinois
$1.17M
BWM
465
BankPlus Wealth Management
Mississippi
$1.16M
PWA
466
Peterson Wealth Advisors
Utah
$1.16M
CWA
467
Carolina Wealth Advisors
South Carolina
$1.16M
HI
468
Harbour Investments
Wisconsin
$1.15M
QCG
469
Quadrant Capital Group
Ohio
$1.15M
CCG
470
Coastwise Capital Group
California
$1.14M
WAG
471
Wiser Advisor Group
Arizona
$1.14M
Thrivent Financial for Lutherans
472
Thrivent Financial for Lutherans
Minnesota
$1.14M
DCM
473
Donaldson Capital Management
Indiana
$1.13M
CFO
474
Collective Family Office
Pennsylvania
$1.13M
EFS
475
Econ Financial Services
Pennsylvania
$1.12M