SCHA icon

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