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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
ECM
951
Elgethun Capital Management
South Dakota
$180K
BFPW
952
BOK Financial Private Wealth
Colorado
$179K
RCM
953
Richardson Capital Management
Wisconsin
$175K
MNA
954
Manning & Napier Advisors
New York
$169K
PG
955
Proffitt & Goodson
Tennessee
$168K
MAFA
956
MJT & Associates Financial Advisory
Minnesota
$167K
TIM
957
Thompson Investment Management
Wisconsin
$158K
ATC
958
Advantage Trust Company
Kansas
$157K
ACM
959
Anfield Capital Management
California
$156K
FW
960
Fairway Wealth
Ohio
$151K
CIAS
961
Capital Investment Advisory Services
North Carolina
$148K
AA
962
Ancora Advisors
Ohio
$148K
CIA
963
Cape Investment Advisory
Georgia
$147K
KFI
964
Key Financial Inc
Pennsylvania
$147K
PMFA
965
Plante Moran Financial Advisors
Michigan
$143K
DF
966
DecisionPoint Financial
Arizona
$141K
WSFS
967
Wilmington Savings Fund Society
Delaware
$140K
BL
968
BFSG LLC
California
$139K
HIA
969
Harbor Investment Advisory
Maryland
$133K
BBHC
970
Brown Brothers Harriman & Co
New York
$130K
AW
971
Avion Wealth
Texas
$128K
RMP
972
Richards, Merrill & Peterson
Washington
$126K
HC
973
Hurley Capital
New York
$126K
SMA
974
Sage Mountain Advisors
Georgia
$122K
NIA
975
NBZ Investment Advisors
Tennessee
$122K