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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
GBFP
901
Golden Bell Financial Planning
Georgia
$224K
SB
902
Strategic Blueprint
Georgia
$223K
KSWA
903
Kathleen S. Wright Associates
Pennsylvania
$223K
NSIM
904
North Star Investment Management
Illinois
$223K
PMG
905
Private Management Group
California
$221K
SWA
906
Sax Wealth Advisors
New Jersey
$221K
2L
907
25 LLC
Missouri
$221K
LA
908
LexAurum Advisors
Kansas
$220K
BC
909
Barnett & Company
Tennessee
$220K
SFS
910
Strategic Financial Services
New York
$219K
SQA
911
Simon Quick Advisors
New Jersey
$216K
AWP
912
Astra Wealth Partners
New Jersey
$216K
FBC
913
Fairfield, Bush & Co
Connecticut
$216K
AL
914
ADE LLC
Maryland
$215K
HCWM
915
Hidden Cove Wealth Management
Washington
$213K
BHWM
916
Beaird Harris Wealth Management
Texas
$212K
QPWM
917
Quadrant Private Wealth Management
Pennsylvania
$211K
ESB
918
Essex Savings Bank
Connecticut
$210K
BBW
919
Blue Barn Wealth
Utah
$209K
TWM
920
Topsail Wealth Management
North Carolina
$207K
JBW
921
Journey Beyond Wealth
Georgia
$206K
AIMC
922
Alley Investment Management Company
Illinois
$206K
BCM
923
Becker Capital Management
Oregon
$204K
PWM
924
PTM Wealth Management
United States
$204K
AA
925
Apriem Advisors
California
$203K