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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
CAG
701
Curtis Advisory Group
California
$428K
BFC
702
Bedel Financial Consulting
Indiana
$427K
KOC
703
Koss-Olinger Consulting
Florida
$426K
BFG
704
Berger Financial Group
Minnesota
$417K
BW
705
BIP Wealth
Georgia
$417K
TWA
706
TCI Wealth Advisors
Arizona
$415K
SIMG
707
Sonora Investment Management Group
Arizona
$414K
JWM
708
Jeppson Wealth Management
California
$413K
PA
709
Planning Alternatives
Michigan
$407K
CFO
710
Callan Family Office
Pennsylvania
$406K
SPA
711
Sentinel Pension Advisors
Massachusetts
$406K
CCC
712
Compass Capital Corp
Massachusetts
$404K
HT
713
Heritage Trust
Oklahoma
$400K
MCP
714
Mirador Capital Partners
California
$397K
OAM
715
Oppenheimer Asset Management
New York
$397K
CA
716
Continuum Advisory
Idaho
$396K
CCA
717
Clarity Capital Advisors
Florida
$394K
PMSA
718
Patrick M. Sweeney & Associates
Illinois
$393K
BCM
719
Brookstone Capital Management
Illinois
$392K
SMA
720
Seven Mile Advisory
New Jersey
$391K
HF
721
HRT Financial
New York
$389K
PD
722
Planning Directions
Pennsylvania
$388K
SAG
723
SageView Advisory Group
California
$386K
CWM
724
Cabot Wealth Management
Massachusetts
$386K
SSA
725
Sierra Summit Advisors
Nevada
$385K