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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
DPI
901
Diversified Portfolios Inc
Michigan
$225K
NA
902
Nottingham Advisors
New York
$225K
GBFP
903
Golden Bell Financial Planning
Georgia
$224K
SB
904
Strategic Blueprint
Georgia
$223K
KSWA
905
Kathleen S. Wright Associates
Pennsylvania
$223K
NSIM
906
North Star Investment Management
Illinois
$223K
PMG
907
Private Management Group
California
$221K
SWA
908
Sax Wealth Advisors
New Jersey
$221K
2L
909
25 LLC
Missouri
$221K
LA
910
LexAurum Advisors
Kansas
$220K
BC
911
Barnett & Company
Tennessee
$220K
SFS
912
Strategic Financial Services
New York
$219K
SQA
913
Simon Quick Advisors
New Jersey
$216K
AWP
914
Astra Wealth Partners
New Jersey
$216K
FBC
915
Fairfield, Bush & Co
Connecticut
$216K
AL
916
ADE LLC
Maryland
$215K
HCWM
917
Hidden Cove Wealth Management
Washington
$213K
BHWM
918
Beaird Harris Wealth Management
Texas
$212K
QPWM
919
Quadrant Private Wealth Management
Pennsylvania
$211K
ESB
920
Essex Savings Bank
Connecticut
$210K
BBW
921
Blue Barn Wealth
Utah
$209K
TWM
922
Topsail Wealth Management
North Carolina
$207K
JBW
923
Journey Beyond Wealth
Georgia
$206K
AIMC
924
Alley Investment Management Company
Illinois
$206K
BCM
925
Becker Capital Management
Oregon
$204K