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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
SRCM
751
Signature Resources Capital Management
California
$359K
SCM
752
Stordahl Capital Management
Colorado
$358K
FRA
753
Front Row Advisors
California
$357K
SWM
754
Sendero Wealth Management
Texas
$357K
AL
755
Aspiriant LLC
California
$357K
ES
756
ETF Store
Kansas
$356K
KFSN
757
Keystone Financial Services (Nebraska)
Nebraska
$355K
RFP
758
Root Financial Partners
California
$355K
PFT
759
Providence First Trust
Arizona
$353K
CWM
760
Connecticut Wealth Management
Connecticut
$353K
RWM
761
Ritholtz Wealth Management
New York
$353K
CAG
762
Crestwood Advisors Group
Massachusetts
$352K
AIM
763
Avity Investment Management
Connecticut
$352K
SHA
764
Seneca House Advisors
Virginia
$351K
FA
765
Fagan Associates
New York
$350K
CB
766
Commerce Bank
Missouri
$349K
Fisher Asset Management
767
Fisher Asset Management
Washington
$349K
FMWA
768
Forvis Mazars Wealth Advisors
Missouri
$349K
IRP
769
Investment Research Partners
Pennsylvania
$348K
HWA
770
HCR Wealth Advisors
California
$348K
ICP
771
Impact Capital Partners
Colorado
$346K
LF
772
LifeSteps Financial
California
$345K
SCM
773
SOL Capital Management
Maryland
$343K
RWM
774
RBA Wealth Management
California
$342K
CAP
775
Columbia Advisory Partners
Washington
$341K