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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
AI
676
Atria Investments
North Carolina
$473K
TWM
677
Thrive Wealth Management
Pennsylvania
$470K
BCMLT
678
Beacon Capital Management LLC (Tennessee)
Tennessee
$466K
CCG
679
Chatham Capital Group
Georgia
$465K
PCM
680
Pennsylvania Capital Management
Pennsylvania
$463K
GWA
681
Geometric Wealth Advisors
District of Columbia
$460K
ODIJL
682
One Day In July LLC
Vermont
$459K
TP
683
Tranquility Partners
Tennessee
$458K
APG
684
Abacus Planning Group
South Carolina
$457K
MIA
685
MeadowBrook Investment Advisors
Michigan
$454K
EK
686
Evensky & Katz
Florida
$450K
OCM
687
One Capital Management
California
$449K
MFF
688
Michels Family Financial
Texas
$449K
LIA
689
LBMC Investment Advisors
Tennessee
$448K
SAW
690
Signal Advisors Wealth
Michigan
$447K
RA
691
Ruggaard & Associates
Ohio
$447K
PWA
692
Principia Wealth Advisory
Texas
$446K
CPC
693
CFC Planning Company
Indiana
$443K
FCA
694
Fortis Capital Advisors
Kansas
$442K
WC
695
Waterloo Capital
Texas
$441K
PHIC
696
Pine Haven Investment Counsel
Massachusetts
$439K
FF
697
Fairway Financial
Florida
$437K
QWM
698
Quadcap Wealth Management
Texas
$437K
RWM
699
Revisor Wealth Management
Ohio
$436K
HWA
700
Heritage Wealth Architects
Minnesota
$436K