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Schwab U.S Small- Cap ETF

1,154 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 413 increasing their positions, 474 reducing their positions, and 37 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: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
MCM
901
Mitchell Capital Management
Kansas
$235K
PIM
902
Penobscot Investment Management
Massachusetts
$234K
BFO
903
Biltmore Family Office
North Carolina
$233K
CGFA
904
Colton Groome Financial Advisors
North Carolina
$232K
DB
905
Dravo Bay
Delaware
$230K
VCA
906
Verdence Capital Advisors
Maryland
$230K
AWA
907
Arkadios Wealth Advisors
Georgia
$229K
BIM
908
Baldwin Investment Management
Pennsylvania
$227K
Pathstone Holdings
909
Pathstone Holdings
New Jersey
$227K
KA
910
Kozak & Associates
Colorado
$226K
DPI
911
Diversified Portfolios Inc
Michigan
$225K
NA
912
Nottingham Advisors
New York
$225K
GBFP
913
Golden Bell Financial Planning
Georgia
$224K
SB
914
Strategic Blueprint
Georgia
$223K
KSWA
915
Kathleen S. Wright Associates
Pennsylvania
$223K
NSIM
916
North Star Investment Management
Illinois
$223K
PMG
917
Private Management Group
California
$221K
SWA
918
Sax Wealth Advisors
New Jersey
$221K
2L
919
25 LLC
Missouri
$221K
LA
920
LexAurum Advisors
Kansas
$220K
BC
921
Barnett & Company
Tennessee
$220K
SFS
922
Strategic Financial Services
New York
$219K
SQA
923
Simon Quick Advisors
New Jersey
$216K
AWP
924
Astra Wealth Partners
New Jersey
$216K
FBC
925
Fairfield, Bush & Co
Connecticut
$216K