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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
CAM
576
Carret Asset Management
New York
$680K
HI
577
Hendershot Investments
Virginia
$678K
BAM
578
Belpointe Asset Management
Nevada
$675K
WA
579
WP Advisors
California
$674K
SG
580
StoneX Group
New York
$674K
FSWA
581
Financial Synergies Wealth Advisors
Texas
$671K
BFS
582
Burkett Financial Services
South Carolina
$664K
MA
583
Mutual Advisors
Nebraska
$658K
YIA
584
YHB Investment Advisors
Connecticut
$657K
HIC
585
Holderness Investments Company
North Carolina
$657K
FF
586
Farnam Financial
Arizona
$646K
CFD
587
Creative Financial Designs
Indiana
$646K
AGWCA
588
Annis Gardner Whiting Capital Advisors
Florida
$642K
LB
589
Legacy Bridge
Iowa
$641K
CIR
590
Clear Investment Research
Georgia
$636K
PSF
591
Pacific Sun Financial
California
$635K
TSS
592
Two Sigma Securities
New York
$630K
GIM
593
Glenmede Investment Management
Pennsylvania
$627K
BF
594
Brucke Financial
Indiana
$627K
EFA
595
Evernest Financial Advisors
Indiana
$619K
CPL
596
CAP Partners LLC
Tennessee
$618K
AIM
597
Acropolis Investment Management
Missouri
$617K
ACM
598
Armbruster Capital Management
New York
$612K
DIA
599
Dana Investment Advisors
Wisconsin
$612K
ZF
600
Zhang Financial
Michigan
$609K