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Schwab U.S Small- Cap ETF

1,135 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 85 funds opening new positions, 407 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:

2.12% less ownership

Funds ownership: 34.67%32.55% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 465

Holders
1,135
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
CIAS
951
Capital Investment Advisory Services
North Carolina
$148K
AA
952
Ancora Advisors
Ohio
$148K
KFI
953
Key Financial Inc
Pennsylvania
$147K
PMFA
954
Plante Moran Financial Advisors
Michigan
$143K
DF
955
DecisionPoint Financial
Arizona
$141K
WSFS
956
Wilmington Savings Fund Society
Delaware
$140K
BL
957
BFSG LLC
California
$139K
HIA
958
Harbor Investment Advisory
Maryland
$133K
BBHC
959
Brown Brothers Harriman & Co
New York
$130K
AW
960
Avion Wealth
Texas
$128K
RMP
961
Richards, Merrill & Peterson
Washington
$126K
HC
962
Hurley Capital
New York
$126K
SMA
963
Sage Mountain Advisors
Georgia
$122K
NIA
964
NBZ Investment Advisors
Tennessee
$122K
FMII
965
Farmers & Merchants Investments Inc
Nebraska
$120K
BONH
966
Bank of New Hampshire
New Hampshire
$116K
HNB
967
Huntington National Bank
Ohio
$108K
CT
968
Caldwell Trust
Florida
$103K
ST
969
Smithfield Trust
Pennsylvania
$102K
GKIM
970
GW&K Investment Management
Massachusetts
$102K
WWM
971
Woodside Wealth Management
Massachusetts
$100K
SIC
972
SJS Investment Consulting
Ohio
$99K
FCT
973
First Community Trust
Iowa
$97.7K
CT
974
Clearstead Trust
Maine
$97.2K
CTC
975
Central Trust Company
Missouri
$94.9K