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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
PWPS
526
Pinnacle Wealth Planning Services
Ohio
$853K
PSIWM
527
Paradigm Strategies in Wealth Management
Minnesota
$848K
CAMG
528
CWA Asset Management Group
Florida
$846K
AAS
529
Ameritas Advisory Services
Nebraska
$844K
OC
530
Oarsman Capital
Wisconsin
$844K
JWCA
531
J.W. Cole Advisors
Florida
$842K
FWM
532
Finer Wealth Management
Massachusetts
$836K
APSI
533
Asset Planning Services Inc
Louisiana
$825K
DE
534
Diversified Enterprises
Delaware
$815K
WMWM
535
Whitaker-Myers Wealth Managers
Ohio
$810K
CFO
536
CVA Family Office
Colorado
$806K
FWI
537
Facet Wealth Inc
Maryland
$806K
RDWM
538
Red Door Wealth Management
Tennessee
$805K
HCM
539
Hengehold Capital Management
Ohio
$800K
HR
540
Howe & Rusling
New York
$798K
BTWM
541
Brass Tax Wealth Management
Ohio
$795K
HP
542
Hilltop Partners
Indiana
$788K
CHJWM
543
Carlton Hofferkamp & Jenks Wealth Management
Texas
$787K
SW
544
Simplicity Wealth
New Jersey
$776K
EA
545
Enclave Advisors
Texas
$775K
SF
546
Synovus Financial
Georgia
$770K
Baird Financial Group
547
Baird Financial Group
Wisconsin
$767K
LF
548
LifePlan Financial
Minnesota
$765K
WF
549
Warner Financial
Maryland
$763K
Jane Street
550
Jane Street
New York
$759K