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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
NP
476
NorthRock Partners
Minnesota
$1.11M
EWP
477
Elevation Wealth Partners
California
$1.09M
IFS
478
Ifrah Financial Services
Arkansas
$1.09M
GS
479
GTS Securities
New York
$1.08M
TIAA Trust, National Association
480
TIAA Trust, National Association
North Carolina
$1.08M
AIP
481
Ameritas Investment Partners
Nebraska
$1.07M
MCM
482
Mengis Capital Management
Oregon
$1.07M
CAM
483
Cozad Asset Management
Illinois
$1.06M
BA
484
Bristlecone Advisors
Washington
$1.06M
MW
485
MBL Wealth
North Carolina
$1.05M
RTL
486
Red Tortoise LLC
Georgia
$1.05M
PNC Financial Services Group
487
PNC Financial Services Group
Pennsylvania
$1.04M
MSWMA
488
Market Street Wealth Management Advisors
Indiana
$1.02M
SAM
489
Smithbridge Asset Management
Pennsylvania
$1.02M
GFG
490
Grantvest Financial Group
New Jersey
$1.02M
SAM
491
S.A. Mason
Michigan
$1.01M
SWM
492
Sculati Wealth Management
Michigan
$1.01M
PCM
493
Parsons Capital Management
Rhode Island
$997K
EFM
494
Eley Financial Management
Vermont
$995K
DWT
495
Dorsey & Whitney Trust
South Dakota
$993K
SIC
496
Sigma Investment Counselors
Michigan
$990K
HWMG
497
Hurlow Wealth Management Group
Indiana
$987K
NL
498
NWAM LLC
Washington
$981K
AIM
499
Archer Investment Management
Texas
$971K
M
500
MYeCFO
California
$965K