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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
RIS
851
Retirement Income Solutions
Michigan
$262K
KWS
852
Keystone Wealth Services
California
$261K
PTCG
853
Pring Turner Capital Group
California
$261K
VC
854
Veery Capital
Delaware
$261K
WI
855
Wedgewood Investors
Pennsylvania
$261K
CAM
856
Clark Asset Management
New Hampshire
$260K
FFM
857
Forum Financial Management
Illinois
$260K
GPWM
858
Grant Private Wealth Management
California
$260K
OIA
859
Optimum Investment Advisors
Illinois
$259K
VA
860
VestGen Advisors
Illinois
$259K
NCM
861
Northwest Capital Management
Oregon
$257K
MWM
862
MBE Wealth Management
Wisconsin
$256K
APA
863
Astoria Portfolio Advisors
New York
$256K
MMA
864
Miracle Mile Advisors
California
$256K
EWA
865
Emergent Wealth Advisors
New York
$256K
AW
866
Alteri Wealth
California
$255K
PAM
867
Palisade Asset Management
Minnesota
$255K
SC
868
SouthState Corp
Florida
$255K
FFA
869
First Foundation Advisors
California
$254K
CIA
870
Compass Ion Advisors
Pennsylvania
$252K
JPWM
871
Jamison Private Wealth Management
Georgia
$250K
CFS
872
Coordinated Financial Services
Colorado
$250K
WA
873
WPG Advisers
Maryland
$250K
HCMT
874
Highland Capital Management (Tennessee)
Tennessee
$249K
WF
875
Williams Financial
Vermont
$249K