SCHA icon

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
Bank of New York Mellon
726
Bank of New York Mellon
New York
$384K
HCP
727
Hexagon Capital Partners
Arkansas
$381K
HCP
728
Hardin Capital Partners
South Carolina
$376K
WFP
729
Wrenne Financial Planning
Kentucky
$376K
MWM
730
Moran Wealth Management
Florida
$375K
PFA
731
Pathway Financial Advisors
Vermont
$375K
GCM
732
Glaxis Capital Management
Florida
$373K
SWA
733
SFMG Wealth Advisors
Texas
$372K
JWM
734
JPL Wealth Management
Colorado
$371K
STA
735
Summit Trail Advisors
New York
$369K
PPWM
736
Perissos Private Wealth Management
Oklahoma
$365K
CA
737
Calton & Associates
Florida
$362K
XT
738
XTX Topco
Cayman Islands
$361K
FVIM
739
Fort Vancouver Investment Management
Washington
$360K
SRCM
740
Signature Resources Capital Management
California
$359K
SCM
741
Stordahl Capital Management
Colorado
$358K
FRA
742
Front Row Advisors
California
$357K
SWM
743
Sendero Wealth Management
Texas
$357K
AL
744
Aspiriant LLC
California
$357K
ES
745
ETF Store
Kansas
$356K
KFSN
746
Keystone Financial Services (Nebraska)
Nebraska
$355K
RFP
747
Root Financial Partners
California
$355K
PFT
748
Providence First Trust
Arizona
$353K
CWM
749
Connecticut Wealth Management
Connecticut
$353K
RWM
750
Ritholtz Wealth Management
New York
$353K