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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
LNWWM
876
Laird Norton Wetherby Wealth Management
California
$243K
FC
877
Fusion Capital
South Carolina
$241K
CIA
878
Cascade Investment Advisors
Oregon
$240K
SAM
879
Sawgrass Asset Management
Florida
$240K
MWP
880
Madison Wealth Partners
Wisconsin
$239K
CWA
881
Continuum Wealth Advisors
New York
$239K
LPT
882
Legacy Private Trust
Wisconsin
$238K
AFA
883
Alpha Financial Advisors
North Carolina
$238K
FL
884
FreeGulliver LLC
Louisiana
$237K
AA
885
Alesco Advisors
New York
$237K
CIC
886
Carnegie Investment Counsel
Ohio
$237K
LCC
887
Lincoln Capital Corp
Rhode Island
$236K
HWM
888
Horizons Wealth Management
North Carolina
$235K
MCM
889
Mitchell Capital Management
Kansas
$235K
PIM
890
Penobscot Investment Management
Massachusetts
$234K
BFO
891
Biltmore Family Office
North Carolina
$233K
CGFA
892
Colton Groome Financial Advisors
North Carolina
$232K
DB
893
Dravo Bay
Delaware
$230K
VCA
894
Verdence Capital Advisors
Maryland
$230K
AWA
895
Arkadios Wealth Advisors
Georgia
$229K
BIM
896
Baldwin Investment Management
Pennsylvania
$227K
Pathstone Holdings
897
Pathstone Holdings
New Jersey
$227K
KA
898
Kozak & Associates
Colorado
$226K
DPI
899
Diversified Portfolios Inc
Michigan
$225K
NA
900
Nottingham Advisors
New York
$225K