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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
HWMG
501
Hurlow Wealth Management Group
Indiana
$987K
NL
502
NWAM LLC
Washington
$981K
AIM
503
Archer Investment Management
Texas
$971K
M
504
MYeCFO
California
$965K
CWA
505
Clearview Wealth Advisors
Oregon
$960K
IFA
506
Index Fund Advisors
California
$959K
APP
507
Avantax Planning Partners
Iowa
$958K
PAS
508
Park Avenue Securities
New York
$947K
AWM
509
AE Wealth Management
Kansas
$944K
RWA
510
Roberts Wealth Advisors
California
$943K
RC
511
Roundview Capital
New Jersey
$941K
AF
512
Advisornet Financial
Minnesota
$941K
CPA
513
Clear Point Advisors
New York
$939K
TPCW
514
TD Private Client Wealth
New York
$938K
SFA
515
Souders Financial Advisors
Ohio
$937K
CS
516
Crescent Sterling
Louisiana
$929K
RSWM
517
Robertson Stephens Wealth Management
California
$929K
BRWA
518
B. Riley Wealth Advisors
Florida
$921K
FWP
519
FAS Wealth Partners
Kansas
$919K
WIC
520
Woodmont Investment Counsel
Tennessee
$916K
KNFPWM
521
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$915K
EPM
522
Elm Partners Management
Pennsylvania
$904K
SEM
523
Strategic Equity Management
Arizona
$900K
KPWS
524
Kestra Private Wealth Services
Texas
$890K
KWM
525
Kingsview Wealth Management
Oregon
$886K