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Schwab U.S Small- Cap ETF

1,139 hedge funds and large institutions have $6.68B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 409 increasing their positions, 466 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:

2.05% less ownership

Funds ownership: 34.67%32.62% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 409 | Existing positions reduced: 466

Holders
1,139
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
WA
576
WP Advisors
California
$674K
SG
577
StoneX Group
New York
$674K
FSWA
578
Financial Synergies Wealth Advisors
Texas
$671K
BFS
579
Burkett Financial Services
South Carolina
$664K
MA
580
Mutual Advisors
Nebraska
$658K
YIA
581
YHB Investment Advisors
Connecticut
$657K
HIC
582
Holderness Investments Company
North Carolina
$657K
FF
583
Farnam Financial
Arizona
$646K
CFD
584
Creative Financial Designs
Indiana
$646K
AGWCA
585
Annis Gardner Whiting Capital Advisors
Florida
$642K
LB
586
Legacy Bridge
Iowa
$641K
CIR
587
Clear Investment Research
Georgia
$636K
PSF
588
Pacific Sun Financial
California
$635K
TSS
589
Two Sigma Securities
New York
$630K
GIM
590
Glenmede Investment Management
Pennsylvania
$627K
BF
591
Brucke Financial
Indiana
$627K
EFA
592
Evernest Financial Advisors
Indiana
$619K
CPL
593
CAP Partners LLC
Tennessee
$618K
AIM
594
Acropolis Investment Management
Missouri
$617K
ACM
595
Armbruster Capital Management
New York
$612K
DIA
596
Dana Investment Advisors
Wisconsin
$612K
ZF
597
Zhang Financial
Michigan
$609K
EW
598
Evoke Wealth
California
$608K
SFG
599
SNS Financial Group
Minnesota
$605K
SOS
600
Silver Oak Securities
Tennessee
$602K