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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
QPWM
926
Quadrant Private Wealth Management
Pennsylvania
$211K
HIM
927
Harbour Investment Management
Washington
$211K
ESB
928
Essex Savings Bank
Connecticut
$210K
BBW
929
Blue Barn Wealth
Utah
$209K
TWM
930
Topsail Wealth Management
North Carolina
$207K
JBW
931
Journey Beyond Wealth
Georgia
$206K
AIMC
932
Alley Investment Management Company
Illinois
$206K
BCM
933
Becker Capital Management
Oregon
$204K
PWM
934
PTM Wealth Management
United States
$204K
AA
935
Apriem Advisors
California
$203K
TIM
936
Total Investment Management
Arizona
$203K
GWMR
937
GC Wealth Management RIA
Massachusetts
$203K
MFA
938
Mayflower Financial Advisors
Massachusetts
$203K
MA
939
Modus Advisors
Minnesota
$202K
BFM
940
Broadview Financial Management
Wisconsin
$202K
IPA
941
Investment Planning Advisors
Georgia
$201K
EWM
942
Evercore Wealth Management
New York
$201K
GWAM
943
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K
BTI
944
Blue Trust Inc
Georgia
$199K
PB
945
Pinnacle Bancorp
Nebraska
$192K
FPF
946
First Pacific Financial
Washington
$190K
PCM
947
Palouse Capital Management
Washington
$185K
SWM
948
Spire Wealth Management
Virginia
$185K
AssetMark Inc
949
AssetMark Inc
California
$181K
SWP
950
Strategic Wealth Partners
Ohio
$181K