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Schwab U.S Small- Cap ETF

1,154 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, 413 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:

2.07% less ownership

Funds ownership: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
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
HIP
651
HUB Investment Partners
Texas
$515K
MA
652
MJP Associates
Connecticut
$512K
RWM
653
Rialto Wealth Management
New York
$511K
AC
654
Addison Capital
Pennsylvania
$511K
BB
655
Busey Bank
Illinois
$510K
PFS
656
Prospera Financial Services
Texas
$508K
AIM
657
AHL Investment Management
Florida
$507K
WW
658
Waterfront Wealth
Kansas
$507K
FAG
659
Fortitude Advisory Group
Washington
$505K
PVI
660
Pine Valley Investments
New Jersey
$504K
EWM
661
Evermay Wealth Management
Virginia
$497K
RPGK
662
Retirement Planning Group (Kansas)
Kansas
$496K
KP
663
Keel Point
Alabama
$495K
SA
664
Stewardship Advisors
Pennsylvania
$493K
MA
665
MONECO Advisors
Connecticut
$493K
Envestnet Portfolio Solutions
666
Envestnet Portfolio Solutions
Illinois
$492K
TW
667
TritonPoint Wealth
Maryland
$488K
JLBC
668
J.L. Bainbridge & Co
Florida
$487K
TWA
669
Trellis Wealth Advisors
California
$486K
SWM
670
Silverlake Wealth Management
Vermont
$483K
S
671
SignatureFD
Georgia
$481K
HTC
672
Haverford Trust Company
Pennsylvania
$478K
MWP
673
Meridian Wealth Partners
Pennsylvania
$477K
BEI
674
Benjamin Edwards Inc
Missouri
$476K
AI
675
Atria Investments
North Carolina
$473K