SCHA icon

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
SCM
751
Stordahl Capital Management
Colorado
$358K
FRA
752
Front Row Advisors
California
$357K
SWM
753
Sendero Wealth Management
Texas
$357K
AL
754
Aspiriant LLC
California
$357K
ES
755
ETF Store
Kansas
$356K
KFSN
756
Keystone Financial Services (Nebraska)
Nebraska
$355K
RFP
757
Root Financial Partners
California
$355K
PFT
758
Providence First Trust
Arizona
$353K
CWM
759
Connecticut Wealth Management
Connecticut
$353K
RWM
760
Ritholtz Wealth Management
New York
$353K
CAG
761
Crestwood Advisors Group
Massachusetts
$352K
AIM
762
Avity Investment Management
Connecticut
$352K
SHA
763
Seneca House Advisors
Virginia
$351K
FA
764
Fagan Associates
New York
$350K
CB
765
Commerce Bank
Missouri
$349K
Fisher Asset Management
766
Fisher Asset Management
Washington
$349K
FMWA
767
Forvis Mazars Wealth Advisors
Missouri
$349K
IRP
768
Investment Research Partners
Pennsylvania
$348K
HWA
769
HCR Wealth Advisors
California
$348K
ICP
770
Impact Capital Partners
Colorado
$346K
LF
771
LifeSteps Financial
California
$345K
SCM
772
SOL Capital Management
Maryland
$343K
RWM
773
RBA Wealth Management
California
$342K
CAP
774
Columbia Advisory Partners
Washington
$341K
FWM
775
Focused Wealth Management
New York
$340K