SCHA icon

Schwab U.S Small- Cap ETF

1,148 hedge funds and large institutions have $6.69B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 411 increasing their positions, 471 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:

2.07% less ownership

Funds ownership: 34.74%32.68% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 471

Holders
1,148
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
FMII
976
Farmers & Merchants Investments Inc
Nebraska
$120K
BONH
977
Bank of New Hampshire
New Hampshire
$116K
HNB
978
Huntington National Bank
Ohio
$108K
CT
979
Caldwell Trust
Florida
$103K
ST
980
Smithfield Trust
Pennsylvania
$102K
GKIM
981
GW&K Investment Management
Massachusetts
$102K
WWM
982
Woodside Wealth Management
Massachusetts
$100K
SIC
983
SJS Investment Consulting
Ohio
$99K
FCT
984
First Community Trust
Iowa
$97.7K
CT
985
Clearstead Trust
Maine
$97.2K
CTC
986
Central Trust Company
Missouri
$94.9K
RF
987
Robbins Farley
New Hampshire
$94.2K
MJRIC
988
Mogy Joel R Investment Counsel
California
$87.4K
CFB
989
Cullen/Frost Bankers
Texas
$86.6K
TAM
990
Tucker Asset Management
Colorado
$84.3K
NEWAS
991
N.E.W. Advisory Services
Wisconsin
$83.7K
SGK
992
Steigerwald Gordon & Koch
Virginia
$83.6K
FG
993
Fairman Group
Pennsylvania
$83.4K
WIM
994
Westside Investment Management
California
$82.2K
RDFA
995
Ritter Daniher Financial Advisory
Ohio
$80K
PC
996
Promus Capital
Illinois
$75.3K
VCM
997
Versant Capital Management
Arizona
$74.7K
BC
998
Barrett & Company
Rhode Island
$74.3K
PK
999
Pflug Koory
Nebraska
$73.9K
CFG
1000
Chapman Financial Group
Hawaii
$72.9K