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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
CA
726
Continuum Advisory
Idaho
$396K
CCA
727
Clarity Capital Advisors
Florida
$394K
PMSA
728
Patrick M. Sweeney & Associates
Illinois
$393K
BCM
729
Brookstone Capital Management
Illinois
$392K
SMA
730
Seven Mile Advisory
New Jersey
$391K
HF
731
HRT Financial
New York
$389K
PD
732
Planning Directions
Pennsylvania
$388K
SAG
733
SageView Advisory Group
California
$386K
CWM
734
Cabot Wealth Management
Massachusetts
$386K
SSA
735
Sierra Summit Advisors
Nevada
$385K
Bank of New York Mellon
736
Bank of New York Mellon
New York
$384K
HCP
737
Hexagon Capital Partners
Arkansas
$381K
HCP
738
Hardin Capital Partners
South Carolina
$376K
WFP
739
Wrenne Financial Planning
Kentucky
$376K
MWM
740
Moran Wealth Management
Florida
$375K
PFA
741
Pathway Financial Advisors
Vermont
$375K
GCM
742
Glaxis Capital Management
Florida
$373K
SWA
743
SFMG Wealth Advisors
Texas
$372K
JWM
744
JPL Wealth Management
Colorado
$371K
STA
745
Summit Trail Advisors
New York
$369K
PPWM
746
Perissos Private Wealth Management
Oklahoma
$365K
CA
747
Calton & Associates
Florida
$362K
XT
748
XTX Topco
Cayman Islands
$361K
FVIM
749
Fort Vancouver Investment Management
Washington
$360K
SRCM
750
Signature Resources Capital Management
California
$359K