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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
BFS
576
Burkett Financial Services
South Carolina
$664K
MA
577
Mutual Advisors
Nebraska
$658K
YIA
578
YHB Investment Advisors
Connecticut
$657K
HIC
579
Holderness Investments Company
North Carolina
$657K
FF
580
Farnam Financial
Arizona
$646K
CFD
581
Creative Financial Designs
Indiana
$646K
AGWCA
582
Annis Gardner Whiting Capital Advisors
Florida
$642K
LB
583
Legacy Bridge
Iowa
$641K
CIR
584
Clear Investment Research
Georgia
$636K
PSF
585
Pacific Sun Financial
California
$635K
TSS
586
Two Sigma Securities
New York
$630K
GIM
587
Glenmede Investment Management
Pennsylvania
$627K
BF
588
Brucke Financial
Indiana
$627K
EFA
589
Evernest Financial Advisors
Indiana
$619K
CPL
590
CAP Partners LLC
Tennessee
$618K
AIM
591
Acropolis Investment Management
Missouri
$617K
ACM
592
Armbruster Capital Management
New York
$612K
DIA
593
Dana Investment Advisors
Wisconsin
$612K
ZF
594
Zhang Financial
Michigan
$609K
EW
595
Evoke Wealth
California
$608K
SFG
596
SNS Financial Group
Minnesota
$605K
SOS
597
Silver Oak Securities
Tennessee
$602K
AWM
598
Adams Wealth Management
Utah
$600K
CI
599
CacheTech Inc
Utah
$600K
FA
600
Fermata Advisors
California
$595K