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Schwab U.S Small- Cap ETF

1,154 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 413 increasing their positions, 474 reducing their positions, and 37 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: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
SWM
951
Spire Wealth Management
Virginia
$185K
AssetMark Inc
952
AssetMark Inc
California
$181K
SWP
953
Strategic Wealth Partners
Ohio
$181K
ECM
954
Elgethun Capital Management
South Dakota
$180K
BFPW
955
BOK Financial Private Wealth
Colorado
$179K
RCM
956
Richardson Capital Management
Wisconsin
$175K
MNA
957
Manning & Napier Advisors
New York
$169K
PG
958
Proffitt & Goodson
Tennessee
$168K
MAFA
959
MJT & Associates Financial Advisory
Minnesota
$167K
TIM
960
Thompson Investment Management
Wisconsin
$158K
ATC
961
Advantage Trust Company
Kansas
$157K
ACM
962
Anfield Capital Management
California
$156K
FW
963
Fairway Wealth
Ohio
$151K
CIAS
964
Capital Investment Advisory Services
North Carolina
$148K
AA
965
Ancora Advisors
Ohio
$148K
CIA
966
Cape Investment Advisory
Georgia
$147K
KFI
967
Key Financial Inc
Pennsylvania
$147K
PMFA
968
Plante Moran Financial Advisors
Michigan
$143K
DF
969
DecisionPoint Financial
Arizona
$141K
WSFS
970
Wilmington Savings Fund Society
Delaware
$140K
BL
971
BFSG LLC
California
$139K
HIA
972
Harbor Investment Advisory
Maryland
$133K
BBHC
973
Brown Brothers Harriman & Co
New York
$130K
AW
974
Avion Wealth
Texas
$128K
RMP
975
Richards, Merrill & Peterson
Washington
$126K