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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
TWM
676
Thrive Wealth Management
Pennsylvania
$470K
BCMLT
677
Beacon Capital Management LLC (Tennessee)
Tennessee
$466K
CCG
678
Chatham Capital Group
Georgia
$465K
PCM
679
Pennsylvania Capital Management
Pennsylvania
$463K
GWA
680
Geometric Wealth Advisors
District of Columbia
$460K
ODIJL
681
One Day In July LLC
Vermont
$459K
TP
682
Tranquility Partners
Tennessee
$458K
APG
683
Abacus Planning Group
South Carolina
$457K
MIA
684
MeadowBrook Investment Advisors
Michigan
$454K
EK
685
Evensky & Katz
Florida
$450K
OCM
686
One Capital Management
California
$449K
MFF
687
Michels Family Financial
Texas
$449K
LIA
688
LBMC Investment Advisors
Tennessee
$448K
SAW
689
Signal Advisors Wealth
Michigan
$447K
RA
690
Ruggaard & Associates
Ohio
$447K
PWA
691
Principia Wealth Advisory
Texas
$446K
CPC
692
CFC Planning Company
Indiana
$443K
FCA
693
Fortis Capital Advisors
Kansas
$442K
WC
694
Waterloo Capital
Texas
$441K
PHIC
695
Pine Haven Investment Counsel
Massachusetts
$439K
FF
696
Fairway Financial
Florida
$437K
QWM
697
Quadcap Wealth Management
Texas
$437K
RWM
698
Revisor Wealth Management
Ohio
$436K
HWA
699
Heritage Wealth Architects
Minnesota
$436K
DADC
700
D.A. Davidson & Co
Montana
$434K