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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
RWM
751
Ritholtz Wealth Management
New York
$353K
CAG
752
Crestwood Advisors Group
Massachusetts
$352K
AIM
753
Avity Investment Management
Connecticut
$352K
SHA
754
Seneca House Advisors
Virginia
$351K
FA
755
Fagan Associates
New York
$350K
CB
756
Commerce Bank
Missouri
$349K
Fisher Asset Management
757
Fisher Asset Management
Washington
$349K
FMWA
758
Forvis Mazars Wealth Advisors
Missouri
$349K
IRPL
759
Investment Research Partners LLC
Pennsylvania
$348K
HWA
760
HCR Wealth Advisors
California
$348K
ICP
761
Impact Capital Partners
Colorado
$346K
LF
762
LifeSteps Financial
California
$345K
SCM
763
SOL Capital Management
Maryland
$343K
RWM
764
RBA Wealth Management
California
$342K
CAP
765
Columbia Advisory Partners
Washington
$341K
FWM
766
Focused Wealth Management
New York
$340K
GIP
767
Granite Investment Partners
California
$339K
AIM
768
Advyzon Investment Management
Illinois
$338K
CI
769
Cordant Inc
Oregon
$337K
C1AG
770
Client 1st Advisory Group
Florida
$336K
GWM
771
Geneos Wealth Management
Colorado
$336K
FCH
772
Freestone Capital Holdings
Washington
$335K
GVAG
773
Great Valley Advisor Group
Delaware
$334K
IA
774
IFG Advisory
Georgia
$331K
RRA
775
Round Rock Advisors
Connecticut
$331K