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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
CGFA
901
Colton Groome Financial Advisors
North Carolina
$232K
DB
902
Dravo Bay
Delaware
$230K
VCA
903
Verdence Capital Advisors
Maryland
$230K
AWA
904
Arkadios Wealth Advisors
Georgia
$229K
BIM
905
Baldwin Investment Management
Pennsylvania
$227K
Pathstone Holdings
906
Pathstone Holdings
New Jersey
$227K
KA
907
Kozak & Associates
Colorado
$226K
DPI
908
Diversified Portfolios Inc
Michigan
$225K
NA
909
Nottingham Advisors
New York
$225K
GBFP
910
Golden Bell Financial Planning
Georgia
$224K
SB
911
Strategic Blueprint
Georgia
$223K
KSWA
912
Kathleen S. Wright Associates
Pennsylvania
$223K
NSIM
913
North Star Investment Management
Illinois
$223K
PMG
914
Private Management Group
California
$221K
SWA
915
Sax Wealth Advisors
New Jersey
$221K
2L
916
25 LLC
Missouri
$221K
LA
917
LexAurum Advisors
Kansas
$220K
BC
918
Barnett & Company
Tennessee
$220K
SFS
919
Strategic Financial Services
New York
$219K
SQA
920
Simon Quick Advisors
New Jersey
$216K
AWP
921
Astra Wealth Partners
New Jersey
$216K
FBC
922
Fairfield, Bush & Co
Connecticut
$216K
AL
923
ADE LLC
Maryland
$215K
HCWM
924
Hidden Cove Wealth Management
Washington
$213K
BHWM
925
Beaird Harris Wealth Management
Texas
$212K