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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
NA
576
Nautilus Advisors
California
$682K
IIA
577
Integral Investment Advisors
California
$681K
CAM
578
Carret Asset Management
New York
$680K
HI
579
Hendershot Investments
Virginia
$678K
BAM
580
Belpointe Asset Management
Nevada
$675K
WA
581
WP Advisors
California
$674K
SG
582
StoneX Group
New York
$674K
FSWA
583
Financial Synergies Wealth Advisors
Texas
$671K
BFS
584
Burkett Financial Services
South Carolina
$664K
MA
585
Mutual Advisors
Nebraska
$658K
YIA
586
YHB Investment Advisors
Connecticut
$657K
HIC
587
Holderness Investments Company
North Carolina
$657K
FF
588
Farnam Financial
Arizona
$646K
CFD
589
Creative Financial Designs
Indiana
$646K
AGWCA
590
Annis Gardner Whiting Capital Advisors
Florida
$642K
LB
591
Legacy Bridge
Iowa
$641K
CIR
592
Clear Investment Research
Georgia
$636K
PSF
593
Pacific Sun Financial
California
$635K
TSS
594
Two Sigma Securities
New York
$630K
GIM
595
Glenmede Investment Management
Pennsylvania
$627K
BF
596
Brucke Financial
Indiana
$627K
EFA
597
Evernest Financial Advisors
Indiana
$619K
CPL
598
CAP Partners LLC
Tennessee
$618K
AIM
599
Acropolis Investment Management
Missouri
$617K
ACM
600
Armbruster Capital Management
New York
$612K