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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
C1AG
776
Client 1st Advisory Group
Florida
$336K
GWM
777
Geneos Wealth Management
Colorado
$336K
FCH
778
Freestone Capital Holdings
Washington
$335K
GVAG
779
Great Valley Advisor Group
Delaware
$334K
IA
780
IFG Advisory
Georgia
$331K
RRA
781
Round Rock Advisors
Connecticut
$331K
RWB
782
RMR Wealth Builders
New Jersey
$330K
DA
783
Drake & Associates
Wisconsin
$330K
RIM
784
Rockbridge Investment Management
New York
$329K
KCM
785
Kathmere Capital Management
Pennsylvania
$328K
JCM
786
J2 Capital Management
Michigan
$327K
VF
787
Vawter Financial
Ohio
$327K
NW
788
NewEdge Wealth
Pennsylvania
$324K
KFA
789
Kelleher Financial Advisors
New York
$322K
BRWM
790
Blue Rock Wealth Management
North Carolina
$322K
GIA
791
Gladstone Institutional Advisory
Florida
$320K
CSP
792
Cary Street Partners
Virginia
$320K
WHCFA
793
William Howard & Co Financial Advisors
Tennessee
$319K
PWA
794
Portus Wealth Advisors
North Carolina
$315K
AWM
795
Accurate Wealth Management
Florida
$313K
AUB
796
Atlantic Union Bankshares
Virginia
$312K
PFM
797
Peak Financial Management
Massachusetts
$309K
TWM
798
Triton Wealth Management
Arizona
$309K
CW
799
Curio Wealth
Maryland
$308K
WCFA
800
Walkner Condon Financial Advisors
Wisconsin
$307K