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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
MA
651
MJP Associates
Connecticut
$512K
RWM
652
Rialto Wealth Management
New York
$511K
AC
653
Addison Capital
Pennsylvania
$511K
BB
654
Busey Bank
Illinois
$510K
PFS
655
Prospera Financial Services
Texas
$508K
AIM
656
AHL Investment Management
Florida
$507K
WW
657
Waterfront Wealth
Kansas
$507K
FAG
658
Fortitude Advisory Group
Washington
$505K
EWM
659
Evermay Wealth Management
Virginia
$497K
RPGK
660
Retirement Planning Group (Kansas)
Kansas
$496K
KP
661
Keel Point
Alabama
$495K
SA
662
Stewardship Advisors
Pennsylvania
$493K
MA
663
MONECO Advisors
Connecticut
$493K
Envestnet Portfolio Solutions
664
Envestnet Portfolio Solutions
Illinois
$492K
TW
665
TritonPoint Wealth
Maryland
$488K
JLBC
666
J.L. Bainbridge & Co
Florida
$487K
TWA
667
Trellis Wealth Advisors
California
$486K
SWM
668
Silverlake Wealth Management
Vermont
$483K
S
669
SignatureFD
Georgia
$481K
HTC
670
Haverford Trust Company
Pennsylvania
$478K
MWP
671
Meridian Wealth Partners
Pennsylvania
$477K
BEI
672
Benjamin Edwards Inc
Missouri
$476K
AI
673
Atria Investments
North Carolina
$473K
TWM
674
Thrive Wealth Management
Pennsylvania
$470K
BCMLT
675
Beacon Capital Management LLC (Tennessee)
Tennessee
$466K