SCHA icon

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
TWM
801
Triton Wealth Management
Arizona
$309K
CW
802
Curio Wealth
Maryland
$308K
WCFA
803
Walkner Condon Financial Advisors
Wisconsin
$307K
DIM
804
Delta Investment Management
California
$306K
KFS
805
Kaizen Financial Strategies
California
$304K
FM
806
Foster & Motley
Ohio
$301K
AFA
807
Allium Financial Advisors
Oregon
$300K
AA
808
Armis Advisers
Georgia
$300K
CFP
809
Cascade Financial Partners
California
$299K
WWM
810
Western Wealth Management
Colorado
$297K
CGA
811
Crescent Grove Advisors
Illinois
$294K
FNBT
812
FineMark National Bank & Trust
Florida
$294K
B
813
Birchbrook
Maine
$294K
RWA
814
River Wealth Advisors
Pennsylvania
$293K
VHAM
815
Van Hulzen Asset Management
California
$292K
CICC
816
Capital Investment Counsel (Colorado)
Colorado
$292K
Brown Advisory
817
Brown Advisory
Maryland
$289K
SPC
818
Sigma Planning Corp
Michigan
$288K
CA
819
Clune & Associates
Illinois
$288K
QWP
820
Quotient Wealth Partners
Texas
$288K
PWM
821
Parkshore Wealth Management
California
$286K
SWM
822
Selective Wealth Management
Virginia
$286K
KeyBank National Association
823
KeyBank National Association
Ohio
$285K
SC
824
Sapient Capital
Indiana
$284K
PWA
825
Physician Wealth Advisors
Utah
$284K