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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
EA
551
Enclave Advisors
Texas
$775K
SF
552
Synovus Financial
Georgia
$770K
Baird Financial Group
553
Baird Financial Group
Wisconsin
$767K
LF
554
LifePlan Financial
Minnesota
$765K
WF
555
Warner Financial
Maryland
$763K
Jane Street
556
Jane Street
New York
$759K
AT
557
American Trust
Kentucky
$753K
YIM
558
Yoffe Investment Management
Pennsylvania
$740K
Vanguard Group
559
Vanguard Group
Pennsylvania
$738K
OC
560
Optima Capital
Oregon
$735K
VAMG
561
Voisard Asset Management Group
Michigan
$733K
LFAS
562
Level Four Advisory Services
Texas
$732K
BSCCG
563
Blue Sky Capital Consultants Group
California
$731K
WIM
564
WealthPlan Investment Management
Nebraska
$727K
ACA
565
Aspire Capital Advisors
Washington
$726K
MCC
566
Money Concepts Capital
Florida
$722K
LWM
567
Luminvest Wealth Management
Arizona
$719K
MAS
568
Madden Advisory Services
Florida
$719K
DTC
569
Davidson Trust Company
Washington
$714K
BBA
570
BLB&B Advisors
Pennsylvania
$711K
SAM
571
Smartleaf Asset Management
Massachusetts
$696K
LJAC
572
L.J. Altfest & Co
New York
$689K
PA
573
Procyon Advisors
Connecticut
$685K
PAM
574
Pegasus Asset Management
New York
$684K
NA
575
Nautilus Advisors
California
$682K