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Schwab U.S Small- Cap ETF

1,154 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, 413 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:

2.07% less ownership

Funds ownership: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
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
DWT
501
Dorsey & Whitney Trust
South Dakota
$993K
SIC
502
Sigma Investment Counselors
Michigan
$990K
HWMG
503
Hurlow Wealth Management Group
Indiana
$987K
AIM
504
Archer Investment Management
Texas
$971K
M
505
MYeCFO
California
$965K
CWA
506
Clearview Wealth Advisors
Oregon
$960K
IFA
507
Index Fund Advisors
California
$959K
APP
508
Avantax Planning Partners
Iowa
$958K
PAS
509
Park Avenue Securities
New York
$947K
AWM
510
AE Wealth Management
Kansas
$944K
RWA
511
Roberts Wealth Advisors
California
$943K
RC
512
Roundview Capital
New Jersey
$941K
AF
513
Advisornet Financial
Minnesota
$941K
CPA
514
Clear Point Advisors
New York
$939K
TPCW
515
TD Private Client Wealth
New York
$938K
SFA
516
Souders Financial Advisors
Ohio
$937K
CS
517
Crescent Sterling
Louisiana
$929K
RSWM
518
Robertson Stephens Wealth Management
California
$929K
BRWA
519
B. Riley Wealth Advisors
Florida
$921K
FWP
520
FAS Wealth Partners
Kansas
$919K
WIC
521
Woodmont Investment Counsel
Tennessee
$916K
KNFPWM
522
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$915K
EPM
523
Elm Partners Management
Pennsylvania
$904K
SEM
524
Strategic Equity Management
Arizona
$900K
KPWS
525
Kestra Private Wealth Services
Texas
$890K