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Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
OAM
726
Oppenheimer Asset Management
New York
$397K
CA
727
Continuum Advisory
Idaho
$396K
CCA
728
Clarity Capital Advisors
Florida
$394K
PMSA
729
Patrick M. Sweeney & Associates
Illinois
$393K
BCM
730
Brookstone Capital Management
Illinois
$392K
SMA
731
Seven Mile Advisory
New Jersey
$391K
HF
732
HRT Financial
New York
$389K
PD
733
Planning Directions
Pennsylvania
$388K
SAG
734
SageView Advisory Group
California
$386K
CWM
735
Cabot Wealth Management
Massachusetts
$386K
SSA
736
Sierra Summit Advisors
Nevada
$385K
Bank of New York Mellon
737
Bank of New York Mellon
New York
$384K
HCP
738
Hexagon Capital Partners
Arkansas
$381K
HCP
739
Hardin Capital Partners
South Carolina
$376K
WFP
740
Wrenne Financial Planning
Kentucky
$376K
MWM
741
Moran Wealth Management
Florida
$375K
PFA
742
Pathway Financial Advisors
Vermont
$375K
GCM
743
Glaxis Capital Management
Florida
$373K
SWA
744
SFMG Wealth Advisors
Texas
$372K
JWM
745
JPL Wealth Management
Colorado
$371K
STA
746
Summit Trail Advisors
New York
$369K
PPWM
747
Perissos Private Wealth Management
Oklahoma
$365K
CA
748
Calton & Associates
Florida
$362K
XT
749
XTX Topco
Cayman Islands
$361K
FVIM
750
Fort Vancouver Investment Management
Washington
$360K