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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
KWM
526
Kingsview Wealth Management
Oregon
$886K
TCM
527
Twele Capital Management
Minnesota
$881K
SIS
528
Strategic Investment Solutions
Illinois
$878K
FIC
529
Family Investment Center
Missouri
$870K
BDFN
530
Bond & Devick Financial Network
Minnesota
$868K
LIWM
531
Long Island Wealth Management
New York
$866K
PWPS
532
Pinnacle Wealth Planning Services
Ohio
$853K
PSIWM
533
Paradigm Strategies in Wealth Management
Minnesota
$848K
CAMG
534
CWA Asset Management Group
Florida
$846K
AAS
535
Ameritas Advisory Services
Nebraska
$844K
OC
536
Oarsman Capital
Wisconsin
$844K
JWCA
537
J.W. Cole Advisors
Florida
$842K
FWM
538
Finer Wealth Management
Massachusetts
$836K
APSI
539
Asset Planning Services Inc
Louisiana
$825K
DE
540
Diversified Enterprises
Delaware
$815K
WMWM
541
Whitaker-Myers Wealth Managers
Ohio
$810K
CFO
542
CVA Family Office
Colorado
$806K
FWI
543
Facet Wealth Inc
Maryland
$806K
RDWM
544
Red Door Wealth Management
Tennessee
$805K
HCM
545
Hengehold Capital Management
Ohio
$800K
HR
546
Howe & Rusling
New York
$798K
BTWM
547
Brass Tax Wealth Management
Ohio
$795K
HP
548
Hilltop Partners
Indiana
$788K
CHJWM
549
Carlton Hofferkamp & Jenks Wealth Management
Texas
$787K
SW
550
Simplicity Wealth
New Jersey
$776K