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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
CCG
676
Chatham Capital Group
Georgia
$465K
PCM
677
Pennsylvania Capital Management
Pennsylvania
$463K
GWA
678
Geometric Wealth Advisors
District of Columbia
$460K
ODIJL
679
One Day In July LLC
Vermont
$459K
TP
680
Tranquility Partners
Tennessee
$458K
APG
681
Abacus Planning Group
South Carolina
$457K
MIA
682
MeadowBrook Investment Advisors
Michigan
$454K
EK
683
Evensky & Katz
Florida
$450K
OCM
684
One Capital Management
California
$449K
MFF
685
Michels Family Financial
Texas
$449K
LIA
686
LBMC Investment Advisors
Tennessee
$448K
SAW
687
Signal Advisors Wealth
Michigan
$447K
RA
688
Ruggaard & Associates
Ohio
$447K
CPC
689
CFC Planning Company
Indiana
$443K
FCA
690
Fortis Capital Advisors
Kansas
$442K
WC
691
Waterloo Capital
Texas
$441K
PHIC
692
Pine Haven Investment Counsel
Massachusetts
$439K
FF
693
Fairway Financial
Florida
$437K
QWM
694
Quadcap Wealth Management
Texas
$437K
RWM
695
Revisor Wealth Management
Ohio
$436K
HWA
696
Heritage Wealth Architects
Minnesota
$436K
DADC
697
D.A. Davidson & Co
Montana
$434K
USCWA
698
U.S. Capital Wealth Advisors
Texas
$434K
RWIA
699
Roger Wittlin Investment Advisory
California
$433K
BA
700
Bridgewater Advisors
New York
$433K