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