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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
SF
551
Synovus Financial
Georgia
$770K
Baird Financial Group
552
Baird Financial Group
Wisconsin
$767K
LF
553
LifePlan Financial
Minnesota
$765K
WF
554
Warner Financial
Maryland
$763K
Jane Street
555
Jane Street
New York
$759K
AT
556
American Trust
Kentucky
$753K
YIM
557
Yoffe Investment Management
Pennsylvania
$740K
Vanguard Group
558
Vanguard Group
Pennsylvania
$738K
OC
559
Optima Capital
Oregon
$735K
VAMG
560
Voisard Asset Management Group
Michigan
$733K
LFAS
561
Level Four Advisory Services
Texas
$732K
BSCCG
562
Blue Sky Capital Consultants Group
California
$731K
WIM
563
WealthPlan Investment Management
Nebraska
$727K
ACA
564
Aspire Capital Advisors
Washington
$726K
MCC
565
Money Concepts Capital
Florida
$722K
LWM
566
Luminvest Wealth Management
Arizona
$719K
MAS
567
Madden Advisory Services
Florida
$719K
DTC
568
Davidson Trust Company
Washington
$714K
BBA
569
BLB&B Advisors
Pennsylvania
$711K
SAM
570
Smartleaf Asset Management
Massachusetts
$696K
LJAC
571
L.J. Altfest & Co
New York
$689K
PA
572
Procyon Advisors
Connecticut
$685K
PAM
573
Pegasus Asset Management
New York
$684K
NA
574
Nautilus Advisors
California
$682K
IIA
575
Integral Investment Advisors
California
$681K