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Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
PB
951
Pinnacle Bancorp
Nebraska
$192K
FPF
952
First Pacific Financial
Washington
$190K
PCM
953
Palouse Capital Management
Washington
$185K
SWM
954
Spire Wealth Management
Virginia
$185K
AssetMark Inc
955
AssetMark Inc
California
$181K
SWP
956
Strategic Wealth Partners
Ohio
$181K
ECM
957
Elgethun Capital Management
South Dakota
$180K
BFPW
958
BOK Financial Private Wealth
Colorado
$179K
RCM
959
Richardson Capital Management
Wisconsin
$175K
MNA
960
Manning & Napier Advisors
New York
$169K
PG
961
Proffitt & Goodson
Tennessee
$168K
MAFA
962
MJT & Associates Financial Advisory
Minnesota
$167K
TIM
963
Thompson Investment Management
Wisconsin
$158K
ATC
964
Advantage Trust Company
Kansas
$157K
ACM
965
Anfield Capital Management
California
$156K
FW
966
Fairway Wealth
Ohio
$151K
CIAS
967
Capital Investment Advisory Services
North Carolina
$148K
AA
968
Ancora Advisors
Ohio
$148K
CIA
969
Cape Investment Advisory
Georgia
$147K
KFI
970
Key Financial Inc
Pennsylvania
$147K
PMFA
971
Plante Moran Financial Advisors
Michigan
$143K
DF
972
DecisionPoint Financial
Arizona
$141K
WSFS
973
Wilmington Savings Fund Society
Delaware
$140K
BL
974
BFSG LLC
California
$139K
HIA
975
Harbor Investment Advisory
Maryland
$133K