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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
JF
51
Joule Financial
Kentucky
$23.1M
CST
52
Charles Schwab Trust
Nevada
$20.8M
SFP
53
Strategic Financial Planning
Texas
$20.7M
WCFP
54
White & Co Financial Planning
Washington
$20.6M
MFGP
55
Marshall Financial Group (Pennsylvania)
Pennsylvania
$20.1M
Raymond James Financial
56
Raymond James Financial
Florida
$20M
VWA
57
Visionary Wealth Advisors
Illinois
$19.8M
CPIG
58
Chicago Partners Investment Group
Illinois
$19.8M
JIC
59
Johnson Investment Counsel
Ohio
$19.7M
ONB
60
Old National Bancorp
Indiana
$19.6M
SFG
61
Sage Financial Group
Pennsylvania
$19.5M
WA
62
Waterford Advisors
New York
$19.1M
WANY
63
Wealthspire Advisors (New York)
New York
$19M
ETC
64
Exchange Traded Concepts
Oklahoma
$18.2M
Wellington Management Group
65
Wellington Management Group
Massachusetts
$18M
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$17.5M
BSB
67
Bangor Savings Bank
Maine
$17.4M
ACA
68
Ascension Capital Advisors
Texas
$17.2M
CCA
69
Clearwater Capital Advisors
Illinois
$17M
BWA
70
Burt Wealth Advisors
Maryland
$16.9M
MSFS
71
Main Street Financial Solutions
Pennsylvania
$16.8M
FNC
72
First National Corp
Massachusetts
$16.5M
FI
73
FIDELIS iM
Oregon
$16.2M
SWRP
74
Summit Wealth & Retirement Planning
California
$16.1M
ZRP
75
Zynergy Retirement Planning
New Jersey
$16M