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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
AWM
601
Adams Wealth Management
Utah
$600K
CI
602
CacheTech Inc
Utah
$600K
FA
603
Fermata Advisors
California
$595K
FA
604
Fiduciary Alliance
South Carolina
$594K
PS
605
Principal Securities
Iowa
$593K
LGWM
606
Litman Gregory Wealth Management
California
$582K
AWA
607
Acorn Wealth Advisors
Michigan
$581K
JCM
608
Jacobi Capital Management
Pennsylvania
$581K
CW
609
Cooksen Wealth
Texas
$580K
CMAI
610
Capital Management Associates Inc
Minnesota
$579K
LTL
611
Lowery Thomas LLC
California
$576K
PFA
612
Petra Financial Advisors
Colorado
$574K
PFA
613
Pure Financial Advisors
California
$574K
LFG
614
Leverty Financial Group
Wisconsin
$573K
PSP
615
Pacific Sage Partners
Washington
$570K
CCM
616
Condor Capital Management
New Jersey
$570K
Two Sigma Investments
617
Two Sigma Investments
New York
$569K
CWA
618
Cornerstone Wealth Advisors
Minnesota
$566K
WMA
619
William Mack & Associates
Michigan
$566K
Russell Investments Group
620
Russell Investments Group
United Kingdom
$565K
PI
621
PFG Investments
New York
$564K
EAM
622
Evanson Asset Management
California
$564K
SFG
623
Sovereign Financial Group
Connecticut
$564K
SRC
624
Sage Rhino Capital
California
$563K
EAM
625
Everstar Asset Management
North Carolina
$561K