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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
EK
676
Evensky & Katz
Florida
$450K
OCM
677
One Capital Management
California
$449K
MFF
678
Michels Family Financial
Texas
$449K
LIA
679
LBMC Investment Advisors
Tennessee
$448K
SAW
680
Signal Advisors Wealth
Michigan
$447K
RA
681
Ruggaard & Associates
Ohio
$447K
CPC
682
CFC Planning Company
Indiana
$443K
FCA
683
Fortis Capital Advisors
Kansas
$442K
WC
684
Waterloo Capital
Texas
$441K
PHIC
685
Pine Haven Investment Counsel
Massachusetts
$439K
FF
686
Fairway Financial
Florida
$437K
QWM
687
Quadcap Wealth Management
Texas
$437K
RWM
688
Revisor Wealth Management
Ohio
$436K
HWA
689
Heritage Wealth Architects
Minnesota
$436K
DADC
690
D.A. Davidson & Co
Montana
$434K
USCWA
691
U.S. Capital Wealth Advisors
Texas
$434K
RWIA
692
Roger Wittlin Investment Advisory
California
$433K
BA
693
Bridgewater Advisors
New York
$433K
BFS
694
Bradley Foster & Sargent
Connecticut
$433K
VBFG
695
Vishria Bird Financial Group
Tennessee
$432K
CW
696
CreativeOne Wealth
Kansas
$432K
PWP
697
Principle Wealth Partners
Connecticut
$432K
MPIA
698
Milestones Private Investment Advisors
New York
$431K
GWSA
699
Global Wealth Strategies & Associates
Colorado
$430K
CAL
700
Capital Advisors Ltd
Ohio
$429K