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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
GKWIM
876
Gerber Kawasaki Wealth & Investment Management
California
$248K
PFGIA
877
Patriot Financial Group Insurance Agency
Massachusetts
$248K
QCM
878
QRG Capital Management
Illinois
$247K
EPAM
879
Evelyn Partners Asset Management
$247K
HPA
880
High Probability Advisors
New York
$247K
GWCM
881
Godshalk Welsh Capital Management
Pennsylvania
$246K
SPIA
882
Steward Partners Investment Advisory
New York
$245K
FCC
883
Flower City Capital
New York
$244K
CAI
884
Capital Advisors Inc
Oklahoma
$243K
LNWWM
885
Laird Norton Wetherby Wealth Management
California
$243K
FC
886
Fusion Capital
South Carolina
$241K
CIA
887
Cascade Investment Advisors
Oregon
$240K
SAM
888
Sawgrass Asset Management
Florida
$240K
MWP
889
Madison Wealth Partners
Wisconsin
$239K
CWA
890
Continuum Wealth Advisors
New York
$239K
LPT
891
Legacy Private Trust
Wisconsin
$238K
AFA
892
Alpha Financial Advisors
North Carolina
$238K
FL
893
FreeGulliver LLC
Louisiana
$237K
AA
894
Alesco Advisors
New York
$237K
CIC
895
Carnegie Investment Counsel
Ohio
$237K
LCC
896
Lincoln Capital Corp
Rhode Island
$236K
HWM
897
Horizons Wealth Management
North Carolina
$235K
MCM
898
Mitchell Capital Management
Kansas
$235K
PIM
899
Penobscot Investment Management
Massachusetts
$234K
BFO
900
Biltmore Family Office
North Carolina
$233K