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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
RWM
26
RMG Wealth Management
Wisconsin
$39.9M
Corient Private Wealth
27
Corient Private Wealth
Florida
$38.1M
NYLIM
28
New York Life Investment Management
New York
$37.7M
GRR
29
Golden Reserve Retirement
Ohio
$37.3M
Jones Financial Companies
30
Jones Financial Companies
Missouri
$37.1M
GAM
31
Gemmer Asset Management
California
$36.8M
KBFS
32
Kohmann Bosshard Financial Services
Ohio
$36.7M
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$36M
RRWA
34
Rainey & Randall Wealth Advisors
Florida
$33.7M
MAG
35
Mokosak Advisory Group
Iowa
$33.1M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$31.7M
KFC
37
Klingenstein Fields & Co
New York
$31.2M
SFS
38
Summit Financial Strategies
Ohio
$27.9M
BWA
39
BlueSky Wealth Advisors
North Carolina
$27.5M
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$27.4M
NFW
41
Noble Family Wealth
Florida
$27.2M
DAS
42
Dynamic Advisor Solutions
Arizona
$26.8M
FWM
43
ForthRight Wealth Management
Georgia
$26.3M
TCM
44
TruNorth Capital Management
Michigan
$25.6M
LWMT
45
Legacy Wealth Management (Tennessee)
Tennessee
$24.9M
KAS
46
Kestra Advisory Services
Texas
$24.2M
JP Morgan Chase
47
JP Morgan Chase
New York
$23.6M
Wells Fargo
48
Wells Fargo
California
$23.3M
BPA
49
Beacon Pointe Advisors
California
$23.1M
CCWA
50
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$23.1M