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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
GPWM
851
Grant Private Wealth Management
California
$260K
OIA
852
Optimum Investment Advisors
Illinois
$259K
VA
853
VestGen Advisors
Illinois
$259K
NCM
854
Northwest Capital Management
Oregon
$257K
MWM
855
MBE Wealth Management
Wisconsin
$256K
APA
856
Astoria Portfolio Advisors
New York
$256K
MMA
857
Miracle Mile Advisors
California
$256K
EWA
858
Emergent Wealth Advisors
New York
$256K
AW
859
Alteri Wealth
California
$255K
PAM
860
Palisade Asset Management
Minnesota
$255K
SC
861
SouthState Corp
Florida
$255K
FFA
862
First Foundation Advisors
California
$254K
CIA
863
Compass Ion Advisors
Pennsylvania
$252K
JPWM
864
Jamison Private Wealth Management
Georgia
$250K
CFS
865
Coordinated Financial Services
Colorado
$250K
WA
866
WPG Advisers
Maryland
$250K
HCMT
867
Highland Capital Management (Tennessee)
Tennessee
$249K
WF
868
Williams Financial
Vermont
$249K
GKWIM
869
Gerber Kawasaki Wealth & Investment Management
California
$248K
PFGIA
870
Patriot Financial Group Insurance Agency
Massachusetts
$248K
QCM
871
QRG Capital Management
Illinois
$247K
EPAM
872
Evelyn Partners Asset Management
$247K
HPA
873
High Probability Advisors
New York
$247K
GWCM
874
Godshalk Welsh Capital Management
Pennsylvania
$246K
SPIA
875
Steward Partners Investment Advisory
New York
$245K