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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
GGS
826
Galvin Gaustad & Stein
Arizona
$274K
CA
827
Capital Advantage
California
$274K
S
828
Sachetta
Massachusetts
$274K
HWM
829
Heirloom Wealth Management
Colorado
$273K
CSI
830
Cross Staff Investments
New York
$273K
GSWM
831
Golden State Wealth Management
California
$272K
HFP
832
Holistic Financial Partners
Indiana
$271K
FIA
833
FPC Investment Advisory
California
$269K
FC
834
Financial Consulate
Maryland
$269K
PCMC
835
Paragon Capital Management (Colorado)
Colorado
$269K
LI
836
Lafayette Investments
Maryland
$268K
GCA
837
Genesee Capital Advisors
New York
$267K
CWM
838
Castle Wealth Management
Florida
$266K
SMC
839
Smith, Moore & Co
Missouri
$264K
DBRC
840
D.B. Root & Company
Pennsylvania
$264K
RIA
841
Regal Investment Advisors
Michigan
$264K
RIS
842
Retirement Income Solutions
Michigan
$262K
KWS
843
Keystone Wealth Services
California
$261K
PTCG
844
Pring Turner Capital Group
California
$261K
VC
845
Veery Capital
Delaware
$261K
WI
846
Wedgewood Investors
Pennsylvania
$261K
CAM
847
Clark Asset Management
New Hampshire
$260K
FFM
848
Forum Financial Management
Illinois
$260K
GPWM
849
Grant Private Wealth Management
California
$260K
OIA
850
Optimum Investment Advisors
Illinois
$259K