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Schwab U.S Small- Cap ETF

1,154 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, 413 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:

2.07% less ownership

Funds ownership: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
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
HC
976
Hurley Capital
New York
$126K
SMA
977
Sage Mountain Advisors
Georgia
$122K
NIA
978
NBZ Investment Advisors
Tennessee
$122K
FMII
979
Farmers & Merchants Investments Inc
Nebraska
$120K
BONH
980
Bank of New Hampshire
New Hampshire
$116K
HNB
981
Huntington National Bank
Ohio
$108K
CT
982
Caldwell Trust
Florida
$103K
ST
983
Smithfield Trust
Pennsylvania
$102K
GKIM
984
GW&K Investment Management
Massachusetts
$102K
WWM
985
Woodside Wealth Management
Massachusetts
$100K
SIC
986
SJS Investment Consulting
Ohio
$99K
FCT
987
First Community Trust
Iowa
$97.7K
CT
988
Clearstead Trust
Maine
$97.2K
CTC
989
Central Trust Company
Missouri
$94.9K
RF
990
Robbins Farley
New Hampshire
$94.2K
MJRIC
991
Mogy Joel R Investment Counsel
California
$87.4K
CFB
992
Cullen/Frost Bankers
Texas
$86.6K
TAM
993
Tucker Asset Management
Colorado
$84.3K
NEWAS
994
N.E.W. Advisory Services
Wisconsin
$83.7K
SGK
995
Steigerwald Gordon & Koch
Virginia
$83.6K
FG
996
Fairman Group
Pennsylvania
$83.4K
WIM
997
Westside Investment Management
California
$82.2K
RDFA
998
Ritter Daniher Financial Advisory
Ohio
$80K
PC
999
Promus Capital
Illinois
$75.3K
VCM
1000
Versant Capital Management
Arizona
$74.7K