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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
VA
851
VestGen Advisors
Illinois
$259K
NCM
852
Northwest Capital Management
Oregon
$257K
MWM
853
MBE Wealth Management
Wisconsin
$256K
APA
854
Astoria Portfolio Advisors
New York
$256K
MMA
855
Miracle Mile Advisors
California
$256K
EWA
856
Emergent Wealth Advisors
New York
$256K
AW
857
Alteri Wealth
California
$255K
PAM
858
Palisade Asset Management
Minnesota
$255K
SC
859
SouthState Corp
Florida
$255K
FFA
860
First Foundation Advisors
California
$254K
CIA
861
Compass Ion Advisors
Pennsylvania
$252K
JPWM
862
Jamison Private Wealth Management
Georgia
$250K
CFS
863
Coordinated Financial Services
Colorado
$250K
WA
864
WPG Advisers
Maryland
$250K
HCMT
865
Highland Capital Management (Tennessee)
Tennessee
$249K
WF
866
Williams Financial
Vermont
$249K
GKWIM
867
Gerber Kawasaki Wealth & Investment Management
California
$248K
PFGIA
868
Patriot Financial Group Insurance Agency
Massachusetts
$248K
QCM
869
QRG Capital Management
Illinois
$247K
EPAM
870
Evelyn Partners Asset Management
$247K
HPA
871
High Probability Advisors
New York
$247K
GWCM
872
Godshalk Welsh Capital Management
Pennsylvania
$246K
SPIA
873
Steward Partners Investment Advisory
New York
$245K
FCC
874
Flower City Capital
New York
$244K
CAI
875
Capital Advisors Inc
Oklahoma
$243K