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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
SMC
851
Smith, Moore & Co
Missouri
$264K
DBRC
852
D.B. Root & Company
Pennsylvania
$264K
RIA
853
Regal Investment Advisors
Michigan
$264K
RIS
854
Retirement Income Solutions
Michigan
$262K
KWS
855
Keystone Wealth Services
California
$261K
PTCG
856
Pring Turner Capital Group
California
$261K
VC
857
Veery Capital
Delaware
$261K
WI
858
Wedgewood Investors
Pennsylvania
$261K
CAM
859
Clark Asset Management
New Hampshire
$260K
FFM
860
Forum Financial Management
Illinois
$260K
GPWM
861
Grant Private Wealth Management
California
$260K
OIA
862
Optimum Investment Advisors
Illinois
$259K
VA
863
VestGen Advisors
Illinois
$259K
NCM
864
Northwest Capital Management
Oregon
$257K
MWM
865
MBE Wealth Management
Wisconsin
$256K
APA
866
Astoria Portfolio Advisors
New York
$256K
MMA
867
Miracle Mile Advisors
California
$256K
EWA
868
Emergent Wealth Advisors
New York
$256K
AW
869
Alteri Wealth
California
$255K
PAM
870
Palisade Asset Management
Minnesota
$255K
SC
871
SouthState Corp
Florida
$255K
FFA
872
First Foundation Advisors
California
$254K
CIA
873
Compass Ion Advisors
Pennsylvania
$252K
JPWM
874
Jamison Private Wealth Management
Georgia
$250K
CFS
875
Coordinated Financial Services
Colorado
$250K