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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
USCWA
701
U.S. Capital Wealth Advisors
Texas
$434K
RWIA
702
Roger Wittlin Investment Advisory
California
$433K
BA
703
Bridgewater Advisors
New York
$433K
BFS
704
Bradley Foster & Sargent
Connecticut
$433K
VBFG
705
Vishria Bird Financial Group
Tennessee
$432K
CW
706
CreativeOne Wealth
Kansas
$432K
PWP
707
Principle Wealth Partners
Connecticut
$432K
MPIA
708
Milestones Private Investment Advisors
New York
$431K
GWSA
709
Global Wealth Strategies & Associates
Colorado
$430K
CAL
710
Capital Advisors Ltd
Ohio
$429K
CAG
711
Curtis Advisory Group
California
$428K
BFC
712
Bedel Financial Consulting
Indiana
$427K
KOC
713
Koss-Olinger Consulting
Florida
$426K
BFG
714
Berger Financial Group
Minnesota
$417K
BW
715
BIP Wealth
Georgia
$417K
TWA
716
TCI Wealth Advisors
Arizona
$415K
SIMG
717
Sonora Investment Management Group
Arizona
$414K
JWM
718
Jeppson Wealth Management
California
$413K
PA
719
Planning Alternatives
Michigan
$407K
CFO
720
Callan Family Office
Pennsylvania
$406K
SPA
721
Sentinel Pension Advisors
Massachusetts
$406K
CCC
722
Compass Capital Corp
Massachusetts
$404K
HT
723
Heritage Trust
Oklahoma
$400K
MCP
724
Mirador Capital Partners
California
$397K
OAM
725
Oppenheimer Asset Management
New York
$397K