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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
ACM
951
Anfield Capital Management
California
$156K
FW
952
Fairway Wealth
Ohio
$151K
CIAS
953
Capital Investment Advisory Services
North Carolina
$148K
AA
954
Ancora Advisors
Ohio
$148K
KFI
955
Key Financial Inc
Pennsylvania
$147K
PMFA
956
Plante Moran Financial Advisors
Michigan
$143K
DF
957
DecisionPoint Financial
Arizona
$141K
WSFS
958
Wilmington Savings Fund Society
Delaware
$140K
BL
959
BFSG LLC
California
$139K
HIA
960
Harbor Investment Advisory
Maryland
$133K
BBHC
961
Brown Brothers Harriman & Co
New York
$130K
AW
962
Avion Wealth
Texas
$128K
RMP
963
Richards, Merrill & Peterson
Washington
$126K
HC
964
Hurley Capital
New York
$126K
SMA
965
Sage Mountain Advisors
Georgia
$122K
NIA
966
NBZ Investment Advisors
Tennessee
$122K
FMII
967
Farmers & Merchants Investments Inc
Nebraska
$120K
BONH
968
Bank of New Hampshire
New Hampshire
$116K
HNB
969
Huntington National Bank
Ohio
$108K
CT
970
Caldwell Trust
Florida
$103K
ST
971
Smithfield Trust
Pennsylvania
$102K
GKIM
972
GW&K Investment Management
Massachusetts
$102K
WWM
973
Woodside Wealth Management
Massachusetts
$100K
SIC
974
SJS Investment Consulting
Ohio
$99K
FCT
975
First Community Trust
Iowa
$97.7K