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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
FWM
776
Focused Wealth Management
New York
$340K
GIP
777
Granite Investment Partners
California
$339K
AIM
778
Advyzon Investment Management
Illinois
$338K
CI
779
Cordant Inc
Oregon
$337K
C1AG
780
Client 1st Advisory Group
Florida
$336K
GWM
781
Geneos Wealth Management
Colorado
$336K
FCH
782
Freestone Capital Holdings
Washington
$335K
GVAG
783
Great Valley Advisor Group
Delaware
$334K
IA
784
IFG Advisory
Georgia
$331K
RRA
785
Round Rock Advisors
Connecticut
$331K
RWB
786
RMR Wealth Builders
New Jersey
$330K
DA
787
Drake & Associates
Wisconsin
$330K
RIM
788
Rockbridge Investment Management
New York
$329K
KCM
789
Kathmere Capital Management
Pennsylvania
$328K
JCM
790
J2 Capital Management
Michigan
$327K
VF
791
Vawter Financial
Ohio
$327K
NW
792
NewEdge Wealth
Pennsylvania
$324K
KFA
793
Kelleher Financial Advisors
New York
$322K
BRWM
794
Blue Rock Wealth Management
North Carolina
$322K
GIA
795
Gladstone Institutional Advisory
Florida
$320K
CSP
796
Cary Street Partners
Virginia
$320K
WHCFA
797
William Howard & Co Financial Advisors
Tennessee
$319K
PWA
798
Portus Wealth Advisors
North Carolina
$315K
AWM
799
Accurate Wealth Management
Florida
$313K
AUB
800
Atlantic Union Bankshares
Virginia
$312K