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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
CAL
701
Capital Advisors Ltd
Ohio
$429K
CAG
702
Curtis Advisory Group
California
$428K
BFC
703
Bedel Financial Consulting
Indiana
$427K
KOC
704
Koss-Olinger Consulting
Florida
$426K
BFG
705
Berger Financial Group
Minnesota
$417K
BW
706
BIP Wealth
Georgia
$417K
TWA
707
TCI Wealth Advisors
Arizona
$415K
SIMG
708
Sonora Investment Management Group
Arizona
$414K
JWM
709
Jeppson Wealth Management
California
$413K
PA
710
Planning Alternatives
Michigan
$407K
CFO
711
Callan Family Office
Pennsylvania
$406K
SPA
712
Sentinel Pension Advisors
Massachusetts
$406K
CCC
713
Compass Capital Corp
Massachusetts
$404K
HT
714
Heritage Trust
Oklahoma
$400K
MCP
715
Mirador Capital Partners
California
$397K
OAM
716
Oppenheimer Asset Management
New York
$397K
CA
717
Continuum Advisory
Idaho
$396K
CCA
718
Clarity Capital Advisors
Florida
$394K
PMSA
719
Patrick M. Sweeney & Associates
Illinois
$393K
BCM
720
Brookstone Capital Management
Illinois
$392K
SMA
721
Seven Mile Advisory
New Jersey
$391K
HF
722
HRT Financial
New York
$389K
PD
723
Planning Directions
Pennsylvania
$388K
SAG
724
SageView Advisory Group
California
$386K
CWM
725
Cabot Wealth Management
Massachusetts
$386K