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Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
SW
551
Simplicity Wealth
New Jersey
$776K
EA
552
Enclave Advisors
Texas
$775K
SF
553
Synovus Financial
Georgia
$770K
Baird Financial Group
554
Baird Financial Group
Wisconsin
$767K
LF
555
LifePlan Financial
Minnesota
$765K
WF
556
Warner Financial
Maryland
$763K
Jane Street
557
Jane Street
New York
$759K
AT
558
American Trust
Kentucky
$753K
YIM
559
Yoffe Investment Management
Pennsylvania
$740K
Vanguard Group
560
Vanguard Group
Pennsylvania
$738K
OC
561
Optima Capital
Oregon
$735K
VAMG
562
Voisard Asset Management Group
Michigan
$733K
LFAS
563
Level Four Advisory Services
Texas
$732K
BSCCG
564
Blue Sky Capital Consultants Group
California
$731K
WIM
565
WealthPlan Investment Management
Nebraska
$727K
ACA
566
Aspire Capital Advisors
Washington
$726K
MCC
567
Money Concepts Capital
Florida
$722K
LWM
568
Luminvest Wealth Management
Arizona
$719K
MAS
569
Madden Advisory Services
Florida
$719K
DTC
570
Davidson Trust Company
Washington
$714K
BBA
571
BLB&B Advisors
Pennsylvania
$711K
SAM
572
Smartleaf Asset Management
Massachusetts
$696K
LJAC
573
L.J. Altfest & Co
New York
$689K
PA
574
Procyon Advisors
Connecticut
$685K
PAM
575
Pegasus Asset Management
New York
$684K