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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
WWM
801
Western Wealth Management
Colorado
$297K
CGA
802
Crescent Grove Advisors
Illinois
$294K
FNBT
803
FineMark National Bank & Trust
Florida
$294K
B
804
Birchbrook
Maine
$294K
RWA
805
River Wealth Advisors
Pennsylvania
$293K
VHAM
806
Van Hulzen Asset Management
California
$292K
CICC
807
Capital Investment Counsel (Colorado)
Colorado
$292K
Brown Advisory
808
Brown Advisory
Maryland
$289K
SPC
809
Sigma Planning Corp
Michigan
$288K
CA
810
Clune & Associates
Illinois
$288K
QWP
811
Quotient Wealth Partners
Texas
$288K
PWM
812
Parkshore Wealth Management
California
$286K
SWM
813
Selective Wealth Management
Virginia
$286K
KeyBank National Association
814
KeyBank National Association
Ohio
$285K
SC
815
Sapient Capital
Indiana
$284K
PWA
816
Physician Wealth Advisors
Utah
$284K
MA
817
MCF Advisors
Kentucky
$284K
VWM
818
Vermillion Wealth Management
Minnesota
$283K
BWP
819
BSW Wealth Partners
Colorado
$281K
CPA
820
Cathy Pareto & Associates
Florida
$281K
RPA
821
Rock Point Advisors
Vermont
$279K
SFO
822
Stokes Family Office
Louisiana
$279K
MAG
823
Mayfair Advisory Group
Alabama
$277K
BIG
824
Builder Investment Group
Georgia
$276K
FC
825
FCA Corp
Texas
$275K