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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
AT
551
American Trust
Kentucky
$753K
YIM
552
Yoffe Investment Management
Pennsylvania
$740K
Vanguard Group
553
Vanguard Group
Pennsylvania
$738K
OC
554
Optima Capital
Oregon
$735K
VAMG
555
Voisard Asset Management Group
Michigan
$733K
LFAS
556
Level Four Advisory Services
Texas
$732K
BSCCG
557
Blue Sky Capital Consultants Group
California
$731K
WIM
558
WealthPlan Investment Management
Nebraska
$727K
ACA
559
Aspire Capital Advisors
Washington
$726K
MCC
560
Money Concepts Capital
Florida
$722K
LWM
561
Luminvest Wealth Management
Arizona
$719K
MAS
562
Madden Advisory Services
Florida
$719K
DTC
563
Davidson Trust Company
Washington
$714K
BBA
564
BLB&B Advisors
Pennsylvania
$711K
SAM
565
Smartleaf Asset Management
Massachusetts
$696K
LJAC
566
L.J. Altfest & Co
New York
$689K
PA
567
Procyon Advisors
Connecticut
$685K
PAM
568
Pegasus Asset Management
New York
$684K
NA
569
Nautilus Advisors
California
$682K
IIA
570
Integral Investment Advisors
California
$681K
CAM
571
Carret Asset Management
New York
$680K
HI
572
Hendershot Investments
Virginia
$678K
BAM
573
Belpointe Asset Management
Nevada
$675K
WA
574
WP Advisors
California
$674K
SG
575
StoneX Group
New York
$674K