SCHA icon

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
FNBT
801
FineMark National Bank & Trust
Florida
$294K
B
802
Birchbrook
Maine
$294K
RWA
803
River Wealth Advisors
Pennsylvania
$293K
VHAM
804
Van Hulzen Asset Management
California
$292K
CICC
805
Capital Investment Counsel (Colorado)
Colorado
$292K
Brown Advisory
806
Brown Advisory
Maryland
$289K
SPC
807
Sigma Planning Corp
Michigan
$288K
CA
808
Clune & Associates
Illinois
$288K
QWP
809
Quotient Wealth Partners
Texas
$288K
PWM
810
Parkshore Wealth Management
California
$286K
SWM
811
Selective Wealth Management
Virginia
$286K
KeyBank National Association
812
KeyBank National Association
Ohio
$285K
SC
813
Sapient Capital
Indiana
$284K
PWA
814
Physician Wealth Advisors
Utah
$284K
MA
815
MCF Advisors
Kentucky
$284K
VWM
816
Vermillion Wealth Management
Minnesota
$283K
BWP
817
BSW Wealth Partners
Colorado
$281K
CPA
818
Cathy Pareto & Associates
Florida
$281K
RPA
819
Rock Point Advisors
Vermont
$279K
SFO
820
Stokes Family Office
Louisiana
$279K
MAG
821
Mayfair Advisory Group
Alabama
$277K
BIG
822
Builder Investment Group
Georgia
$276K
FC
823
FCA Corp
Texas
$275K
FMN
824
Financial Management Network
California
$274K
AV
825
Aspiring Ventures
Ohio
$274K