SCHA icon

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
IFA
501
Index Fund Advisors
California
$959K
APP
502
Avantax Planning Partners
Iowa
$958K
PAS
503
Park Avenue Securities
New York
$947K
AWM
504
AE Wealth Management
Kansas
$944K
RWA
505
Roberts Wealth Advisors
California
$943K
RC
506
Roundview Capital
New Jersey
$941K
AF
507
Advisornet Financial
Minnesota
$941K
CPA
508
Clear Point Advisors
New York
$939K
TPCW
509
TD Private Client Wealth
New York
$938K
SFA
510
Souders Financial Advisors
Ohio
$937K
CS
511
Crescent Sterling
Louisiana
$929K
RSWM
512
Robertson Stephens Wealth Management
California
$929K
BRWA
513
B. Riley Wealth Advisors
Florida
$921K
FWP
514
FAS Wealth Partners
Kansas
$919K
WIC
515
Woodmont Investment Counsel
Tennessee
$916K
KNFPWM
516
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$915K
EPM
517
Elm Partners Management
Pennsylvania
$904K
SEM
518
Strategic Equity Management
Arizona
$900K
KPWS
519
Kestra Private Wealth Services
Texas
$890K
KWM
520
Kingsview Wealth Management
Oregon
$886K
TCM
521
Twele Capital Management
Minnesota
$881K
FIC
522
Family Investment Center
Missouri
$870K
BDFN
523
Bond & Devick Financial Network
Minnesota
$868K
LIWM
524
Long Island Wealth Management
New York
$866K
PWPS
525
Pinnacle Wealth Planning Services
Ohio
$853K