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Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
PWA
826
Physician Wealth Advisors
Utah
$284K
MA
827
MCF Advisors
Kentucky
$284K
VWM
828
Vermillion Wealth Management
Minnesota
$283K
BWP
829
BSW Wealth Partners
Colorado
$281K
CPA
830
Cathy Pareto & Associates
Florida
$281K
RPA
831
Rock Point Advisors
Vermont
$279K
SFO
832
Stokes Family Office
Louisiana
$279K
MAG
833
Mayfair Advisory Group
Alabama
$277K
BIG
834
Builder Investment Group
Georgia
$276K
BEW
835
Burton Enright Welch
California
$276K
FC
836
FCA Corp
Texas
$275K
FMN
837
Financial Management Network
California
$274K
AV
838
Aspiring Ventures
Ohio
$274K
GGS
839
Galvin Gaustad & Stein
Arizona
$274K
CA
840
Capital Advantage
California
$274K
S
841
Sachetta
Massachusetts
$274K
HWM
842
Heirloom Wealth Management
Colorado
$273K
CSI
843
Cross Staff Investments
New York
$273K
GSWM
844
Golden State Wealth Management
California
$272K
HFP
845
Holistic Financial Partners
Indiana
$271K
MCM
846
Mainstay Capital Management
Michigan
$270K
FIA
847
FPC Investment Advisory
California
$269K
FC
848
Financial Consulate
Maryland
$269K
PCMC
849
Paragon Capital Management (Colorado)
Colorado
$269K
LI
850
Lafayette Investments
Maryland
$268K