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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
EW
601
Evoke Wealth
California
$608K
SFG
602
SNS Financial Group
Minnesota
$605K
SOS
603
Silver Oak Securities
Tennessee
$602K
AWM
604
Adams Wealth Management
Utah
$600K
CI
605
CacheTech Inc
Utah
$600K
FA
606
Fermata Advisors
California
$595K
FA
607
Fiduciary Alliance
South Carolina
$594K
PS
608
Principal Securities
Iowa
$593K
LGWM
609
Litman Gregory Wealth Management
California
$582K
AWA
610
Acorn Wealth Advisors
Michigan
$581K
JCM
611
Jacobi Capital Management
Pennsylvania
$581K
CW
612
Cooksen Wealth
Texas
$580K
CMAI
613
Capital Management Associates Inc
Minnesota
$579K
LTL
614
Lowery Thomas LLC
California
$576K
PFA
615
Petra Financial Advisors
Colorado
$574K
PFA
616
Pure Financial Advisors
California
$574K
LFG
617
Leverty Financial Group
Wisconsin
$573K
PSP
618
Pacific Sage Partners
Washington
$570K
CCM
619
Condor Capital Management
New Jersey
$570K
Two Sigma Investments
620
Two Sigma Investments
New York
$569K
CWA
621
Cornerstone Wealth Advisors
Minnesota
$566K
WMA
622
William Mack & Associates
Michigan
$566K
Russell Investments Group
623
Russell Investments Group
United Kingdom
$565K
PI
624
PFG Investments
New York
$564K
EAM
625
Evanson Asset Management
California
$564K