SCHA icon

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