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Schwab U.S Small- Cap ETF

1,135 hedge funds and large institutions have $6.66B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 407 increasing their positions, 465 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:

2.12% less ownership

Funds ownership: 34.67%32.55% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 465

Holders
1,135
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
SWM
626
Stockman Wealth Management
Montana
$553K
EFH
627
Eaton Financial Holdings
Florida
$552K
TA
628
Tactive Advisors
Florida
$552K
SSW
629
Stone Summit Wealth
Florida
$551K
GFA
630
Gallagher Fiduciary Advisors
Illinois
$548K
CA
631
CWC Advisors
Oregon
$548K
TAM
632
Townsend Asset Management
North Carolina
$546K
BIA
633
Bigelow Investment Advisors
Maine
$541K
TIA
634
Tiemann Investment Advisors
California
$539K
DP
635
Dearborn Partners
Illinois
$539K
PFBT
636
Parkside Financial Bank & Trust
Missouri
$538K
BFA
637
Beaumont Financial Advisors
Massachusetts
$537K
BI
638
Berkeley Inc
Idaho
$534K
LIA
639
Lynx Investment Advisory
District of Columbia
$525K
Chevy Chase Trust
640
Chevy Chase Trust
Maryland
$524K
CTA
641
Chesley Taft & Associates
Illinois
$522K
Northern Trust
642
Northern Trust
Illinois
$518K
GWANC
643
Guardian Wealth Advisors (North Carolina)
North Carolina
$515K
HIP
644
HUB Investment Partners
Texas
$515K
MA
645
MJP Associates
Connecticut
$512K
RWM
646
Rialto Wealth Management
New York
$511K
AC
647
Addison Capital
Pennsylvania
$511K
BB
648
Busey Bank
Illinois
$510K
PFS
649
Prospera Financial Services
Texas
$508K
AIM
650
AHL Investment Management
Florida
$507K