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Schwab U.S Small- Cap ETF

1,165 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 89 funds opening new positions, 418 increasing their positions, 476 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $6.04B → $6.7B (+$665M)

9% more funds holding in top 10

Funds holding in top 10: 5358 (+5)

2% more funds holding

Funds holding: 1,1371,165 (+28)

2.05% less ownership

Funds ownership: 34.8%32.75% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 476

Holders
1,165
Holders Change
+28
Holders Change %
+2.46%
% of All Funds
15.29%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.76%
New
89
Increased
418
Reduced
476
Closed
37
Calls
$2.83M
Puts
Net Calls
+$2.83M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$15.9M +$15.2M +569,122 New
MTC
77
Matrix Trust Company
Colorado
$15.1M +$75.1K +2,808 +0.5%
RWM
78
RKL Wealth Management
Pennsylvania
$15M -$1.48M -55,451 -9%
PCIA
79
Prime Capital Investment Advisors
Kansas
$14.5M -$416K -15,562 -3%
WA
80
Waverly Advisors
Alabama
$14.5M -$877K -32,801 -6%
SLT
81
St Louis Trust
Missouri
$13.9M +$460K +17,218 +4%
IAS
82
IMA Advisory Services
Colorado
$13M -$179K -6,685 -1%
EWM
83
Empirical Wealth Management
Washington
$12.9M +$165K +6,187 +1%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$12.8M -$3.39M -126,920 -22%
NSAM
85
North Star Asset Management
Wisconsin
$12.6M +$61.4K +2,296 +0.5%
Lido Advisors
86
Lido Advisors
California
$12.4M +$4.94M +184,669 +71%
AP
87
Appleton Partners
Massachusetts
$12.3M +$4.41K +165 +0%
SFA
88
Seneca Financial Advisors
New York
$12.2M +$809K +30,254 +7%
MFG
89
Merit Financial Group
Georgia
$12.2M +$1.11M +41,567 +11%
MML Investors Services
90
MML Investors Services
Massachusetts
$12.2M -$681K -25,473 -6%
TPW
91
Tiller Private Wealth
Pennsylvania
$12.2M -$264K -9,888 -2%
MCM
92
MAI Capital Management
Ohio
$12.1M -$110K -4,120 -0.9%
FFN
93
Focus Financial Network
Minnesota
$12.1M +$37.6K +1,407 +0.3%
SJIM
94
St. Johns Investment Management
Florida
$12.1M +$368K +13,761 +3%
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$11.8M -$3.52M -131,692 -24%
US Bancorp
96
US Bancorp
Minnesota
$11.7M -$346K -12,924 -3%
CKAIS
97
Christensen King & Associates Investment Services
Washington
$11.6M -$79K -2,954 -0.7%
HWA
98
HHM Wealth Advisors
Tennessee
$11.5M -$1.85M -69,255 -14%
LFS
99
Lutz Financial Services
Nebraska
$11.5M -$89.2K -3,334 -0.8%
OIA
100
OneDigital Investment Advisors
Kansas
$11.3M -$122K -4,578 -1%