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