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Schwab U.S Small- Cap ETF

1,148 hedge funds and large institutions have $6.69B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 411 increasing their positions, 471 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:

2.07% less ownership

Funds ownership: 34.74%32.68% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 471

Holders
1,148
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
BCM
726
Brookstone Capital Management
Illinois
$392K
SMA
727
Seven Mile Advisory
New Jersey
$391K
HF
728
HRT Financial
New York
$389K
PD
729
Planning Directions
Pennsylvania
$388K
SAG
730
SageView Advisory Group
California
$386K
CWM
731
Cabot Wealth Management
Massachusetts
$386K
SSA
732
Sierra Summit Advisors
Nevada
$385K
Bank of New York Mellon
733
Bank of New York Mellon
New York
$384K
HCP
734
Hexagon Capital Partners
Arkansas
$381K
HCP
735
Hardin Capital Partners
South Carolina
$376K
WFP
736
Wrenne Financial Planning
Kentucky
$376K
MWM
737
Moran Wealth Management
Florida
$375K
PFA
738
Pathway Financial Advisors
Vermont
$375K
GCM
739
Glaxis Capital Management
Florida
$373K
SWA
740
SFMG Wealth Advisors
Texas
$372K
JWM
741
JPL Wealth Management
Colorado
$371K
STA
742
Summit Trail Advisors
New York
$369K
PPWM
743
Perissos Private Wealth Management
Oklahoma
$365K
CA
744
Calton & Associates
Florida
$362K
XT
745
XTX Topco
Cayman Islands
$361K
FVIM
746
Fort Vancouver Investment Management
Washington
$360K
SRCM
747
Signature Resources Capital Management
California
$359K
SCM
748
Stordahl Capital Management
Colorado
$358K
FRA
749
Front Row Advisors
California
$357K
SWM
750
Sendero Wealth Management
Texas
$357K