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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
CT
976
Clearstead Trust
Maine
$97.2K
CTC
977
Central Trust Company
Missouri
$94.9K
RF
978
Robbins Farley
New Hampshire
$94.2K
MJRIC
979
Mogy Joel R Investment Counsel
California
$87.4K
CFB
980
Cullen/Frost Bankers
Texas
$86.6K
NEWAS
981
N.E.W. Advisory Services
Wisconsin
$83.7K
SGK
982
Steigerwald Gordon & Koch
Virginia
$83.6K
FG
983
Fairman Group
Pennsylvania
$83.4K
WIM
984
Westside Investment Management
California
$82.2K
RDFA
985
Ritter Daniher Financial Advisory
Ohio
$80K
PC
986
Promus Capital
Illinois
$75.3K
VCM
987
Versant Capital Management
Arizona
$74.7K
BC
988
Barrett & Company
Rhode Island
$74.3K
PK
989
Pflug Koory
Nebraska
$73.9K
CFG
990
Chapman Financial Group
Hawaii
$72.9K
UB
991
UMB Bank
Missouri
$72.5K
OA
992
Operose Advisors
Wisconsin
$70.2K
TFM
993
TFC Financial Management
Massachusetts
$67.2K
MCCP
994
Mission Creek Capital Partners
California
$67.2K
AP
995
Aspect Partners
Virginia
$66.8K
CIM
996
Contravisory Investment Management
Massachusetts
$65.3K
GCM
997
Gables Capital Management
Florida
$64.8K
HAP
998
Harbor Asset Planning
Massachusetts
$60.6K
JFGIW
999
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K
CAM
1000
Costello Asset Management
Pennsylvania
$57.6K