SCHA icon

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
YIM
551
Yoffe Investment Management
Pennsylvania
$740K
Vanguard Group
552
Vanguard Group
Pennsylvania
$738K
OC
553
Optima Capital
Oregon
$735K
VAMG
554
Voisard Asset Management Group
Michigan
$733K
LFAS
555
Level Four Advisory Services
Texas
$732K
BSCCG
556
Blue Sky Capital Consultants Group
California
$731K
WIM
557
WealthPlan Investment Management
Nebraska
$727K
ACA
558
Aspire Capital Advisors
Washington
$726K
MCC
559
Money Concepts Capital
Florida
$722K
LWM
560
Luminvest Wealth Management
Arizona
$719K
MAS
561
Madden Advisory Services
Florida
$719K
DTC
562
Davidson Trust Company
Washington
$714K
BBA
563
BLB&B Advisors
Pennsylvania
$711K
SAM
564
Smartleaf Asset Management
Massachusetts
$696K
LJAC
565
L.J. Altfest & Co
New York
$689K
PA
566
Procyon Advisors
Connecticut
$685K
PAM
567
Pegasus Asset Management
New York
$684K
NA
568
Nautilus Advisors
California
$682K
IIA
569
Integral Investment Advisors
California
$681K
CAM
570
Carret Asset Management
New York
$680K
HI
571
Hendershot Investments
Virginia
$678K
BAM
572
Belpointe Asset Management
Nevada
$675K
WA
573
WP Advisors
California
$674K
SG
574
StoneX Group
New York
$674K
FSWA
575
Financial Synergies Wealth Advisors
Texas
$671K