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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
SSA
726
Sierra Summit Advisors
Nevada
$385K
Bank of New York Mellon
727
Bank of New York Mellon
New York
$384K
HCP
728
Hexagon Capital Partners
Arkansas
$381K
HCP
729
Hardin Capital Partners
South Carolina
$376K
WFP
730
Wrenne Financial Planning
Kentucky
$376K
MWM
731
Moran Wealth Management
Florida
$375K
PFA
732
Pathway Financial Advisors
Vermont
$375K
GCM
733
Glaxis Capital Management
Florida
$373K
SWA
734
SFMG Wealth Advisors
Texas
$372K
JWM
735
JPL Wealth Management
Colorado
$371K
STA
736
Summit Trail Advisors
New York
$369K
PPWM
737
Perissos Private Wealth Management
Oklahoma
$365K
CA
738
Calton & Associates
Florida
$362K
XT
739
XTX Topco
Cayman Islands
$361K
FVIM
740
Fort Vancouver Investment Management
Washington
$360K
SRCM
741
Signature Resources Capital Management
California
$359K
SCM
742
Stordahl Capital Management
Colorado
$358K
FRA
743
Front Row Advisors
California
$357K
SWM
744
Sendero Wealth Management
Texas
$357K
AL
745
Aspiriant LLC
California
$357K
ES
746
ETF Store
Kansas
$356K
KFSN
747
Keystone Financial Services (Nebraska)
Nebraska
$355K
RFP
748
Root Financial Partners
California
$355K
PFT
749
Providence First Trust
Arizona
$353K
CWM
750
Connecticut Wealth Management
Connecticut
$353K