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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
SFG
626
Sovereign Financial Group
Connecticut
$564K
SRC
627
Sage Rhino Capital
California
$563K
EAM
628
Everstar Asset Management
North Carolina
$561K
AA
629
Aire Advisors
California
$558K
CIA
630
Capital Investment Advisors
Georgia
$557K
EI
631
Ellevest Inc
New York
$554K
SWM
632
Stockman Wealth Management
Montana
$553K
EFH
633
Eaton Financial Holdings
Florida
$552K
TA
634
Tactive Advisors
Florida
$552K
SSW
635
Stone Summit Wealth
Florida
$551K
GFA
636
Gallagher Fiduciary Advisors
Illinois
$548K
CA
637
CWC Advisors
Oregon
$548K
TAM
638
Townsend Asset Management
North Carolina
$546K
BIA
639
Bigelow Investment Advisors
Maine
$541K
TIA
640
Tiemann Investment Advisors
California
$539K
DP
641
Dearborn Partners
Illinois
$539K
PFBT
642
Parkside Financial Bank & Trust
Missouri
$538K
BFA
643
Beaumont Financial Advisors
Massachusetts
$537K
BI
644
Berkeley Inc
Idaho
$534K
LIA
645
Lynx Investment Advisory
District of Columbia
$525K
Chevy Chase Trust
646
Chevy Chase Trust
Maryland
$524K
CTA
647
Chesley Taft & Associates
Illinois
$522K
Northern Trust
648
Northern Trust
Illinois
$518K
GWANC
649
Guardian Wealth Advisors (North Carolina)
North Carolina
$515K
HIP
650
HUB Investment Partners
Texas
$515K