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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
MA
826
MCF Advisors
Kentucky
$284K
VWM
827
Vermillion Wealth Management
Minnesota
$283K
BWP
828
BSW Wealth Partners
Colorado
$281K
CPA
829
Cathy Pareto & Associates
Florida
$281K
RPA
830
Rock Point Advisors
Vermont
$279K
SFO
831
Stokes Family Office
Louisiana
$279K
MAG
832
Mayfair Advisory Group
Alabama
$277K
BIG
833
Builder Investment Group
Georgia
$276K
FC
834
FCA Corp
Texas
$275K
FMN
835
Financial Management Network
California
$274K
AV
836
Aspiring Ventures
Ohio
$274K
GGS
837
Galvin Gaustad & Stein
Arizona
$274K
CA
838
Capital Advantage
California
$274K
S
839
Sachetta
Massachusetts
$274K
HWM
840
Heirloom Wealth Management
Colorado
$273K
CSI
841
Cross Staff Investments
New York
$273K
GSWM
842
Golden State Wealth Management
California
$272K
HFP
843
Holistic Financial Partners
Indiana
$271K
MCM
844
Mainstay Capital Management
Michigan
$270K
FIA
845
FPC Investment Advisory
California
$269K
FC
846
Financial Consulate
Maryland
$269K
PCMC
847
Paragon Capital Management (Colorado)
Colorado
$269K
LI
848
Lafayette Investments
Maryland
$268K
GCA
849
Genesee Capital Advisors
New York
$267K
CWM
850
Castle Wealth Management
Florida
$266K