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Schwab U.S Small- Cap ETF

1,154 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, 413 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:

2.07% less ownership

Funds ownership: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
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
GIP
776
Granite Investment Partners
California
$339K
AIM
777
Advyzon Investment Management
Illinois
$338K
CI
778
Cordant Inc
Oregon
$337K
C1AG
779
Client 1st Advisory Group
Florida
$336K
GWM
780
Geneos Wealth Management
Colorado
$336K
FCH
781
Freestone Capital Holdings
Washington
$335K
GVAG
782
Great Valley Advisor Group
Delaware
$334K
IA
783
IFG Advisory
Georgia
$331K
RRA
784
Round Rock Advisors
Connecticut
$331K
RWB
785
RMR Wealth Builders
New Jersey
$330K
DA
786
Drake & Associates
Wisconsin
$330K
RIM
787
Rockbridge Investment Management
New York
$329K
KCM
788
Kathmere Capital Management
Pennsylvania
$328K
JCM
789
J2 Capital Management
Michigan
$327K
VF
790
Vawter Financial
Ohio
$327K
NW
791
NewEdge Wealth
Pennsylvania
$324K
KFA
792
Kelleher Financial Advisors
New York
$322K
BRWM
793
Blue Rock Wealth Management
North Carolina
$322K
GIA
794
Gladstone Institutional Advisory
Florida
$320K
CSP
795
Cary Street Partners
Virginia
$320K
WHCFA
796
William Howard & Co Financial Advisors
Tennessee
$319K
PWA
797
Portus Wealth Advisors
North Carolina
$315K
AWM
798
Accurate Wealth Management
Florida
$313K
AUB
799
Atlantic Union Bankshares
Virginia
$312K
PFM
800
Peak Financial Management
Massachusetts
$309K