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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
AA
626
Aire Advisors
California
$558K
CIA
627
Capital Investment Advisors
Georgia
$557K
EI
628
Ellevest Inc
New York
$554K
SWM
629
Stockman Wealth Management
Montana
$553K
EFH
630
Eaton Financial Holdings
Florida
$552K
TA
631
Tactive Advisors
Florida
$552K
SSW
632
Stone Summit Wealth
Florida
$551K
GFA
633
Gallagher Fiduciary Advisors
Illinois
$548K
CA
634
CWC Advisors
Oregon
$548K
TAM
635
Townsend Asset Management
North Carolina
$546K
BIA
636
Bigelow Investment Advisors
Maine
$541K
TIA
637
Tiemann Investment Advisors
California
$539K
DP
638
Dearborn Partners
Illinois
$539K
PFBT
639
Parkside Financial Bank & Trust
Missouri
$538K
BFA
640
Beaumont Financial Advisors
Massachusetts
$537K
BI
641
Berkeley Inc
Idaho
$534K
LIA
642
Lynx Investment Advisory
District of Columbia
$525K
Chevy Chase Trust
643
Chevy Chase Trust
Maryland
$524K
CTA
644
Chesley Taft & Associates
Illinois
$522K
Northern Trust
645
Northern Trust
Illinois
$518K
GWANC
646
Guardian Wealth Advisors (North Carolina)
North Carolina
$515K
HIP
647
HUB Investment Partners
Texas
$515K
MA
648
MJP Associates
Connecticut
$512K
RWM
649
Rialto Wealth Management
New York
$511K
AC
650
Addison Capital
Pennsylvania
$511K