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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
CAG
751
Crestwood Advisors Group
Massachusetts
$352K
AIM
752
Avity Investment Management
Connecticut
$352K
SHA
753
Seneca House Advisors
Virginia
$351K
FA
754
Fagan Associates
New York
$350K
CB
755
Commerce Bank
Missouri
$349K
Fisher Asset Management
756
Fisher Asset Management
Washington
$349K
FMWA
757
Forvis Mazars Wealth Advisors
Missouri
$349K
HWA
758
HCR Wealth Advisors
California
$348K
ICP
759
Impact Capital Partners
Colorado
$346K
LF
760
LifeSteps Financial
California
$345K
SCM
761
SOL Capital Management
Maryland
$343K
RWM
762
RBA Wealth Management
California
$342K
CAP
763
Columbia Advisory Partners
Washington
$341K
FWM
764
Focused Wealth Management
New York
$340K
GIP
765
Granite Investment Partners
California
$339K
AIM
766
Advyzon Investment Management
Illinois
$338K
CI
767
Cordant Inc
Oregon
$337K
C1AG
768
Client 1st Advisory Group
Florida
$336K
GWM
769
Geneos Wealth Management
Colorado
$336K
FCH
770
Freestone Capital Holdings
Washington
$335K
GVAG
771
Great Valley Advisor Group
Delaware
$334K
IA
772
IFG Advisory
Georgia
$331K
RRA
773
Round Rock Advisors
Connecticut
$331K
RWB
774
RMR Wealth Builders
New Jersey
$330K
DA
775
Drake & Associates
Wisconsin
$330K