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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
PSIWM
526
Paradigm Strategies in Wealth Management
Minnesota
$848K
CAMG
527
CWA Asset Management Group
Florida
$846K
AAS
528
Ameritas Advisory Services
Nebraska
$844K
OC
529
Oarsman Capital
Wisconsin
$844K
JWCA
530
J.W. Cole Advisors
Florida
$842K
FWM
531
Finer Wealth Management
Massachusetts
$836K
APSI
532
Asset Planning Services Inc
Louisiana
$825K
DE
533
Diversified Enterprises
Delaware
$815K
WMWM
534
Whitaker-Myers Wealth Managers
Ohio
$810K
CFO
535
CVA Family Office
Colorado
$806K
FWI
536
Facet Wealth Inc
Maryland
$806K
RDWM
537
Red Door Wealth Management
Tennessee
$805K
HCM
538
Hengehold Capital Management
Ohio
$800K
HR
539
Howe & Rusling
New York
$798K
BTWM
540
Brass Tax Wealth Management
Ohio
$795K
HP
541
Hilltop Partners
Indiana
$788K
CHJWM
542
Carlton Hofferkamp & Jenks Wealth Management
Texas
$787K
SW
543
Simplicity Wealth
New Jersey
$776K
EA
544
Enclave Advisors
Texas
$775K
SF
545
Synovus Financial
Georgia
$770K
Baird Financial Group
546
Baird Financial Group
Wisconsin
$767K
LF
547
LifePlan Financial
Minnesota
$765K
WF
548
Warner Financial
Maryland
$763K
Jane Street
549
Jane Street
New York
$759K
AT
550
American Trust
Kentucky
$753K