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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
EFS
476
Econ Financial Services
Pennsylvania
$1.12M
WBCM
477
Wilson & Boucher Capital Management
California
$1.12M
SAM
478
Summit Asset Management
Tennessee
$1.12M
TWP
479
Tempus Wealth Planning
California
$1.12M
PWM
480
Paulson Wealth Management
Illinois
$1.11M
NP
481
NorthRock Partners
Minnesota
$1.11M
EWP
482
Elevation Wealth Partners
California
$1.09M
IFS
483
Ifrah Financial Services
Arkansas
$1.09M
GS
484
GTS Securities
New York
$1.08M
TIAA Trust, National Association
485
TIAA Trust, National Association
North Carolina
$1.08M
AIP
486
Ameritas Investment Partners
Nebraska
$1.07M
MCM
487
Mengis Capital Management
Oregon
$1.07M
NL
488
NWAM LLC
Washington
$1.06M
CAM
489
Cozad Asset Management
Illinois
$1.06M
BA
490
Bristlecone Advisors
Washington
$1.06M
MW
491
MBL Wealth
North Carolina
$1.05M
RTL
492
Red Tortoise LLC
Georgia
$1.05M
PNC Financial Services Group
493
PNC Financial Services Group
Pennsylvania
$1.04M
MSWMA
494
Market Street Wealth Management Advisors
Indiana
$1.02M
SAM
495
Smithbridge Asset Management
Pennsylvania
$1.02M
GFG
496
Grantvest Financial Group
New Jersey
$1.02M
SAM
497
S.A. Mason
Michigan
$1.01M
SWM
498
Sculati Wealth Management
Michigan
$1.01M
PCM
499
Parsons Capital Management
Rhode Island
$997K
EFM
500
Eley Financial Management
Vermont
$995K