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Schwab U.S Small- Cap ETF

1,148 hedge funds and large institutions have $6.69B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 411 increasing their positions, 471 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:

2.07% less ownership

Funds ownership: 34.74%32.68% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 471

Holders
1,148
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
BFS
701
Bradley Foster & Sargent
Connecticut
$433K
VBFG
702
Vishria Bird Financial Group
Tennessee
$432K
CW
703
CreativeOne Wealth
Kansas
$432K
PWP
704
Principle Wealth Partners
Connecticut
$432K
MPIA
705
Milestones Private Investment Advisors
New York
$431K
GWSA
706
Global Wealth Strategies & Associates
Colorado
$430K
CAL
707
Capital Advisors Ltd
Ohio
$429K
CAG
708
Curtis Advisory Group
California
$428K
BFC
709
Bedel Financial Consulting
Indiana
$427K
KOC
710
Koss-Olinger Consulting
Florida
$426K
BFG
711
Berger Financial Group
Minnesota
$417K
BW
712
BIP Wealth
Georgia
$417K
TWA
713
TCI Wealth Advisors
Arizona
$415K
SIMG
714
Sonora Investment Management Group
Arizona
$414K
JWM
715
Jeppson Wealth Management
California
$413K
PA
716
Planning Alternatives
Michigan
$407K
CFO
717
Callan Family Office
Pennsylvania
$406K
SPA
718
Sentinel Pension Advisors
Massachusetts
$406K
CCC
719
Compass Capital Corp
Massachusetts
$404K
HT
720
Heritage Trust
Oklahoma
$400K
MCP
721
Mirador Capital Partners
California
$397K
OAM
722
Oppenheimer Asset Management
New York
$397K
CA
723
Continuum Advisory
Idaho
$396K
CCA
724
Clarity Capital Advisors
Florida
$394K
PMSA
725
Patrick M. Sweeney & Associates
Illinois
$393K