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Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
EFM
501
Eley Financial Management
Vermont
$995K
DWT
502
Dorsey & Whitney Trust
South Dakota
$993K
SIC
503
Sigma Investment Counselors
Michigan
$990K
HWMG
504
Hurlow Wealth Management Group
Indiana
$987K
AIM
505
Archer Investment Management
Texas
$971K
M
506
MYeCFO
California
$965K
CWA
507
Clearview Wealth Advisors
Oregon
$960K
IFA
508
Index Fund Advisors
California
$959K
APP
509
Avantax Planning Partners
Iowa
$958K
PAS
510
Park Avenue Securities
New York
$947K
AWM
511
AE Wealth Management
Kansas
$944K
RWA
512
Roberts Wealth Advisors
California
$943K
RC
513
Roundview Capital
New Jersey
$941K
AF
514
Advisornet Financial
Minnesota
$941K
CPA
515
Clear Point Advisors
New York
$939K
TPCW
516
TD Private Client Wealth
New York
$938K
SFA
517
Souders Financial Advisors
Ohio
$937K
CS
518
Crescent Sterling
Louisiana
$929K
RSWM
519
Robertson Stephens Wealth Management
California
$929K
BRWA
520
B. Riley Wealth Advisors
Florida
$921K
FWP
521
FAS Wealth Partners
Kansas
$919K
WIC
522
Woodmont Investment Counsel
Tennessee
$916K
KNFPWM
523
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$915K
EPM
524
Elm Partners Management
Pennsylvania
$904K
SEM
525
Strategic Equity Management
Arizona
$900K