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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
DIM
801
Delta Investment Management
California
$306K
KFS
802
Kaizen Financial Strategies
California
$304K
FM
803
Foster & Motley
Ohio
$301K
AFA
804
Allium Financial Advisors
Oregon
$300K
AA
805
Armis Advisers
Georgia
$300K
CFP
806
Cascade Financial Partners
California
$299K
WWM
807
Western Wealth Management
Colorado
$297K
CGA
808
Crescent Grove Advisors
Illinois
$294K
FNBT
809
FineMark National Bank & Trust
Florida
$294K
B
810
Birchbrook
Maine
$294K
RWA
811
River Wealth Advisors
Pennsylvania
$293K
VHAM
812
Van Hulzen Asset Management
California
$292K
CICC
813
Capital Investment Counsel (Colorado)
Colorado
$292K
Brown Advisory
814
Brown Advisory
Maryland
$289K
SPC
815
Sigma Planning Corp
Michigan
$288K
CA
816
Clune & Associates
Illinois
$288K
QWP
817
Quotient Wealth Partners
Texas
$288K
PWM
818
Parkshore Wealth Management
California
$286K
SWM
819
Selective Wealth Management
Virginia
$286K
KeyBank National Association
820
KeyBank National Association
Ohio
$285K
SC
821
Sapient Capital
Indiana
$284K
PWA
822
Physician Wealth Advisors
Utah
$284K
MA
823
MCF Advisors
Kentucky
$284K
VWM
824
Vermillion Wealth Management
Minnesota
$283K
BWP
825
BSW Wealth Partners
Colorado
$281K