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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
RWB
776
RMR Wealth Builders
New Jersey
$330K
DA
777
Drake & Associates
Wisconsin
$330K
RIM
778
Rockbridge Investment Management
New York
$329K
KCM
779
Kathmere Capital Management
Pennsylvania
$328K
JCM
780
J2 Capital Management
Michigan
$327K
VF
781
Vawter Financial
Ohio
$327K
NW
782
NewEdge Wealth
Pennsylvania
$324K
KFA
783
Kelleher Financial Advisors
New York
$322K
BRWM
784
Blue Rock Wealth Management
North Carolina
$322K
GIA
785
Gladstone Institutional Advisory
Florida
$320K
CSP
786
Cary Street Partners
Virginia
$320K
WHCFA
787
William Howard & Co Financial Advisors
Tennessee
$319K
PWA
788
Portus Wealth Advisors
North Carolina
$315K
AWM
789
Accurate Wealth Management
Florida
$313K
AUB
790
Atlantic Union Bankshares
Virginia
$312K
PFM
791
Peak Financial Management
Massachusetts
$309K
TWM
792
Triton Wealth Management
Arizona
$309K
CW
793
Curio Wealth
Maryland
$308K
WCFA
794
Walkner Condon Financial Advisors
Wisconsin
$307K
DIM
795
Delta Investment Management
California
$306K
KFS
796
Kaizen Financial Strategies
California
$304K
FM
797
Foster & Motley
Ohio
$301K
AFA
798
Allium Financial Advisors
Oregon
$300K
AA
799
Armis Advisers
Georgia
$300K
CFP
800
Cascade Financial Partners
California
$299K