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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
WBCM
476
Wilson & Boucher Capital Management
California
$1.12M
SAM
477
Summit Asset Management
Tennessee
$1.12M
TWP
478
Tempus Wealth Planning
California
$1.12M
PWM
479
Paulson Wealth Management
Illinois
$1.11M
NP
480
NorthRock Partners
Minnesota
$1.11M
EWP
481
Elevation Wealth Partners
California
$1.09M
IFS
482
Ifrah Financial Services
Arkansas
$1.09M
GS
483
GTS Securities
New York
$1.08M
TIAA Trust, National Association
484
TIAA Trust, National Association
North Carolina
$1.08M
AIP
485
Ameritas Investment Partners
Nebraska
$1.07M
MCM
486
Mengis Capital Management
Oregon
$1.07M
CAM
487
Cozad Asset Management
Illinois
$1.06M
BA
488
Bristlecone Advisors
Washington
$1.06M
MW
489
MBL Wealth
North Carolina
$1.05M
RTL
490
Red Tortoise LLC
Georgia
$1.05M
PNC Financial Services Group
491
PNC Financial Services Group
Pennsylvania
$1.04M
MSWMA
492
Market Street Wealth Management Advisors
Indiana
$1.02M
SAM
493
Smithbridge Asset Management
Pennsylvania
$1.02M
GFG
494
Grantvest Financial Group
New Jersey
$1.02M
SAM
495
S.A. Mason
Michigan
$1.01M
SWM
496
Sculati Wealth Management
Michigan
$1.01M
PCM
497
Parsons Capital Management
Rhode Island
$997K
EFM
498
Eley Financial Management
Vermont
$995K
DWT
499
Dorsey & Whitney Trust
South Dakota
$993K
SIC
500
Sigma Investment Counselors
Michigan
$990K