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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
RF
976
Robbins Farley
New Hampshire
$94.2K
MJRIC
977
Mogy Joel R Investment Counsel
California
$87.4K
CFB
978
Cullen/Frost Bankers
Texas
$86.6K
NEWAS
979
N.E.W. Advisory Services
Wisconsin
$83.7K
SGK
980
Steigerwald Gordon & Koch
Virginia
$83.6K
FG
981
Fairman Group
Pennsylvania
$83.4K
WIM
982
Westside Investment Management
California
$82.2K
RDFA
983
Ritter Daniher Financial Advisory
Ohio
$80K
PC
984
Promus Capital
Illinois
$75.3K
VCM
985
Versant Capital Management
Arizona
$74.7K
BC
986
Barrett & Company
Rhode Island
$74.3K
PK
987
Pflug Koory
Nebraska
$73.9K
CFG
988
Chapman Financial Group
Hawaii
$72.9K
UB
989
UMB Bank
Missouri
$72.5K
OA
990
Operose Advisors
Wisconsin
$70.2K
TFM
991
TFC Financial Management
Massachusetts
$67.2K
MCCP
992
Mission Creek Capital Partners
California
$67.2K
AP
993
Aspect Partners
Virginia
$66.8K
CIM
994
Contravisory Investment Management
Massachusetts
$65.3K
GCM
995
Gables Capital Management
Florida
$64.8K
HAP
996
Harbor Asset Planning
Massachusetts
$60.6K
JFGIW
997
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K
CAM
998
Costello Asset Management
Pennsylvania
$57.6K
BCM
999
Blume Capital Management
California
$56.7K
BDPWM
1000
Barnes Dennig Private Wealth Management
Ohio
$55.8K