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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
CWA
501
Clearview Wealth Advisors
Oregon
$960K
IFA
502
Index Fund Advisors
California
$959K
APP
503
Avantax Planning Partners
Iowa
$958K
PAS
504
Park Avenue Securities
New York
$947K
AWM
505
AE Wealth Management
Kansas
$944K
RWA
506
Roberts Wealth Advisors
California
$943K
RC
507
Roundview Capital
New Jersey
$941K
AF
508
Advisornet Financial
Minnesota
$941K
CPA
509
Clear Point Advisors
New York
$939K
TPCW
510
TD Private Client Wealth
New York
$938K
SFA
511
Souders Financial Advisors
Ohio
$937K
CS
512
Crescent Sterling
Louisiana
$929K
RSWM
513
Robertson Stephens Wealth Management
California
$929K
BRWA
514
B. Riley Wealth Advisors
Florida
$921K
FWP
515
FAS Wealth Partners
Kansas
$919K
WIC
516
Woodmont Investment Counsel
Tennessee
$916K
KNFPWM
517
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$915K
EPM
518
Elm Partners Management
Pennsylvania
$904K
SEM
519
Strategic Equity Management
Arizona
$900K
KPWS
520
Kestra Private Wealth Services
Texas
$890K
KWM
521
Kingsview Wealth Management
Oregon
$886K
TCM
522
Twele Capital Management
Minnesota
$881K
FIC
523
Family Investment Center
Missouri
$870K
BDFN
524
Bond & Devick Financial Network
Minnesota
$868K
LIWM
525
Long Island Wealth Management
New York
$866K