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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
AL
751
Aspiriant LLC
California
$357K
ES
752
ETF Store
Kansas
$356K
KFSN
753
Keystone Financial Services (Nebraska)
Nebraska
$355K
RFP
754
Root Financial Partners
California
$355K
PFT
755
Providence First Trust
Arizona
$353K
CWM
756
Connecticut Wealth Management
Connecticut
$353K
RWM
757
Ritholtz Wealth Management
New York
$353K
CAG
758
Crestwood Advisors Group
Massachusetts
$352K
AIM
759
Avity Investment Management
Connecticut
$352K
SHA
760
Seneca House Advisors
Virginia
$351K
FA
761
Fagan Associates
New York
$350K
CB
762
Commerce Bank
Missouri
$349K
Fisher Asset Management
763
Fisher Asset Management
Washington
$349K
FMWA
764
Forvis Mazars Wealth Advisors
Missouri
$349K
IRP
765
Investment Research Partners
Pennsylvania
$348K
HWA
766
HCR Wealth Advisors
California
$348K
ICP
767
Impact Capital Partners
Colorado
$346K
LF
768
LifeSteps Financial
California
$345K
SCM
769
SOL Capital Management
Maryland
$343K
RWM
770
RBA Wealth Management
California
$342K
CAP
771
Columbia Advisory Partners
Washington
$341K
FWM
772
Focused Wealth Management
New York
$340K
GIP
773
Granite Investment Partners
California
$339K
AIM
774
Advyzon Investment Management
Illinois
$338K
CI
775
Cordant Inc
Oregon
$337K