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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
RIM
776
Rockbridge Investment Management
New York
$329K
KCM
777
Kathmere Capital Management
Pennsylvania
$328K
JCM
778
J2 Capital Management
Michigan
$327K
VF
779
Vawter Financial
Ohio
$327K
NW
780
NewEdge Wealth
Pennsylvania
$324K
KFA
781
Kelleher Financial Advisors
New York
$322K
BRWM
782
Blue Rock Wealth Management
North Carolina
$322K
GIA
783
Gladstone Institutional Advisory
Florida
$320K
CSP
784
Cary Street Partners
Virginia
$320K
WHCFA
785
William Howard & Co Financial Advisors
Tennessee
$319K
PWA
786
Portus Wealth Advisors
North Carolina
$315K
AWM
787
Accurate Wealth Management
Florida
$313K
AUB
788
Atlantic Union Bankshares
Virginia
$312K
PFM
789
Peak Financial Management
Massachusetts
$309K
TWM
790
Triton Wealth Management
Arizona
$309K
CW
791
Curio Wealth
Maryland
$308K
WCFA
792
Walkner Condon Financial Advisors
Wisconsin
$307K
DIM
793
Delta Investment Management
California
$306K
KFS
794
Kaizen Financial Strategies
California
$304K
FM
795
Foster & Motley
Ohio
$301K
AFA
796
Allium Financial Advisors
Oregon
$300K
AA
797
Armis Advisers
Georgia
$300K
CFP
798
Cascade Financial Partners
California
$299K
WWM
799
Western Wealth Management
Colorado
$297K
CGA
800
Crescent Grove Advisors
Illinois
$294K