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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
WW
651
Waterfront Wealth
Kansas
$507K
FAG
652
Fortitude Advisory Group
Washington
$505K
EWM
653
Evermay Wealth Management
Virginia
$497K
RPGK
654
Retirement Planning Group (Kansas)
Kansas
$496K
SA
655
Stewardship Advisors
Pennsylvania
$493K
MA
656
MONECO Advisors
Connecticut
$493K
Envestnet Portfolio Solutions
657
Envestnet Portfolio Solutions
Illinois
$492K
TW
658
TritonPoint Wealth
Maryland
$488K
JLBC
659
J.L. Bainbridge & Co
Florida
$487K
TWA
660
Trellis Wealth Advisors
California
$486K
SWM
661
Silverlake Wealth Management
Vermont
$483K
S
662
SignatureFD
Georgia
$481K
HTC
663
Haverford Trust Company
Pennsylvania
$478K
MWP
664
Meridian Wealth Partners
Pennsylvania
$477K
BEI
665
Benjamin Edwards Inc
Missouri
$476K
AI
666
Atria Investments
North Carolina
$473K
TWM
667
Thrive Wealth Management
Pennsylvania
$470K
BCMLT
668
Beacon Capital Management LLC (Tennessee)
Tennessee
$466K
CCG
669
Chatham Capital Group
Georgia
$465K
PCM
670
Pennsylvania Capital Management
Pennsylvania
$463K
GWA
671
Geometric Wealth Advisors
District of Columbia
$460K
ODIJL
672
One Day In July LLC
Vermont
$459K
TP
673
Tranquility Partners
Tennessee
$458K
APG
674
Abacus Planning Group
South Carolina
$457K
MIA
675
MeadowBrook Investment Advisors
Michigan
$454K