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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
AIM
651
AHL Investment Management
Florida
$507K
WW
652
Waterfront Wealth
Kansas
$507K
FAG
653
Fortitude Advisory Group
Washington
$505K
EWM
654
Evermay Wealth Management
Virginia
$497K
RPGK
655
Retirement Planning Group (Kansas)
Kansas
$496K
SA
656
Stewardship Advisors
Pennsylvania
$493K
MA
657
MONECO Advisors
Connecticut
$493K
Envestnet Portfolio Solutions
658
Envestnet Portfolio Solutions
Illinois
$492K
TW
659
TritonPoint Wealth
Maryland
$488K
JLBC
660
J.L. Bainbridge & Co
Florida
$487K
TWA
661
Trellis Wealth Advisors
California
$486K
SWM
662
Silverlake Wealth Management
Vermont
$483K
S
663
SignatureFD
Georgia
$481K
HTC
664
Haverford Trust Company
Pennsylvania
$478K
MWP
665
Meridian Wealth Partners
Pennsylvania
$477K
BEI
666
Benjamin Edwards Inc
Missouri
$476K
AI
667
Atria Investments
North Carolina
$473K
TWM
668
Thrive Wealth Management
Pennsylvania
$470K
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
$466K
CCG
670
Chatham Capital Group
Georgia
$465K
PCM
671
Pennsylvania Capital Management
Pennsylvania
$463K
GWA
672
Geometric Wealth Advisors
District of Columbia
$460K
ODIJL
673
One Day In July LLC
Vermont
$459K
TP
674
Tranquility Partners
Tennessee
$458K
APG
675
Abacus Planning Group
South Carolina
$457K