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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
CPA
826
Cathy Pareto & Associates
Florida
$281K
RPA
827
Rock Point Advisors
Vermont
$279K
SFO
828
Stokes Family Office
Louisiana
$279K
MAG
829
Mayfair Advisory Group
Alabama
$277K
BIG
830
Builder Investment Group
Georgia
$276K
FC
831
FCA Corp
Texas
$275K
FMN
832
Financial Management Network
California
$274K
AV
833
Aspiring Ventures
Ohio
$274K
GGS
834
Galvin Gaustad & Stein
Arizona
$274K
CA
835
Capital Advantage
California
$274K
S
836
Sachetta
Massachusetts
$274K
HWM
837
Heirloom Wealth Management
Colorado
$273K
CSI
838
Cross Staff Investments
New York
$273K
GSWM
839
Golden State Wealth Management
California
$272K
HFP
840
Holistic Financial Partners
Indiana
$271K
MCM
841
Mainstay Capital Management
Michigan
$270K
FIA
842
FPC Investment Advisory
California
$269K
FC
843
Financial Consulate
Maryland
$269K
PCMC
844
Paragon Capital Management (Colorado)
Colorado
$269K
LI
845
Lafayette Investments
Maryland
$268K
GCA
846
Genesee Capital Advisors
New York
$267K
CWM
847
Castle Wealth Management
Florida
$266K
SMC
848
Smith, Moore & Co
Missouri
$264K
DBRC
849
D.B. Root & Company
Pennsylvania
$264K
RIA
850
Regal Investment Advisors
Michigan
$264K