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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
TCM
526
Twele Capital Management
Minnesota
$881K
SIS
527
Strategic Investment Solutions
Illinois
$878K
FIC
528
Family Investment Center
Missouri
$870K
BDFN
529
Bond & Devick Financial Network
Minnesota
$868K
LIWM
530
Long Island Wealth Management
New York
$866K
PWPS
531
Pinnacle Wealth Planning Services
Ohio
$853K
PSIWM
532
Paradigm Strategies in Wealth Management
Minnesota
$848K
CAMG
533
CWA Asset Management Group
Florida
$846K
AAS
534
Ameritas Advisory Services
Nebraska
$844K
OC
535
Oarsman Capital
Wisconsin
$844K
JWCA
536
J.W. Cole Advisors
Florida
$842K
FWM
537
Finer Wealth Management
Massachusetts
$836K
APSI
538
Asset Planning Services Inc
Louisiana
$825K
DE
539
Diversified Enterprises
Delaware
$815K
WMWM
540
Whitaker-Myers Wealth Managers
Ohio
$810K
CFO
541
CVA Family Office
Colorado
$806K
FWI
542
Facet Wealth Inc
Maryland
$806K
RDWM
543
Red Door Wealth Management
Tennessee
$805K
HCM
544
Hengehold Capital Management
Ohio
$800K
HR
545
Howe & Rusling
New York
$798K
BTWM
546
Brass Tax Wealth Management
Ohio
$795K
HP
547
Hilltop Partners
Indiana
$788K
CHJWM
548
Carlton Hofferkamp & Jenks Wealth Management
Texas
$787K
SW
549
Simplicity Wealth
New Jersey
$776K
EA
550
Enclave Advisors
Texas
$775K