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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
EWP
476
Elevation Wealth Partners
California
$1.09M
IFS
477
Ifrah Financial Services
Arkansas
$1.09M
GS
478
GTS Securities
New York
$1.08M
TIAA Trust, National Association
479
TIAA Trust, National Association
North Carolina
$1.08M
AIP
480
Ameritas Investment Partners
Nebraska
$1.07M
MCM
481
Mengis Capital Management
Oregon
$1.07M
CAM
482
Cozad Asset Management
Illinois
$1.06M
BA
483
Bristlecone Advisors
Washington
$1.06M
MW
484
MBL Wealth
North Carolina
$1.05M
RTL
485
Red Tortoise LLC
Georgia
$1.05M
PNC Financial Services Group
486
PNC Financial Services Group
Pennsylvania
$1.04M
MSWMA
487
Market Street Wealth Management Advisors
Indiana
$1.02M
SAM
488
Smithbridge Asset Management
Pennsylvania
$1.02M
GFG
489
Grantvest Financial Group
New Jersey
$1.02M
SAM
490
S.A. Mason
Michigan
$1.01M
SWM
491
Sculati Wealth Management
Michigan
$1.01M
PCM
492
Parsons Capital Management
Rhode Island
$997K
EFM
493
Eley Financial Management
Vermont
$995K
DWT
494
Dorsey & Whitney Trust
South Dakota
$993K
SIC
495
Sigma Investment Counselors
Michigan
$990K
HWMG
496
Hurlow Wealth Management Group
Indiana
$987K
NL
497
NWAM LLC
Washington
$981K
AIM
498
Archer Investment Management
Texas
$971K
M
499
MYeCFO
California
$965K
CWA
500
Clearview Wealth Advisors
Oregon
$960K