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Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
BBHC
976
Brown Brothers Harriman & Co
New York
$130K
AW
977
Avion Wealth
Texas
$128K
RMP
978
Richards, Merrill & Peterson
Washington
$126K
HC
979
Hurley Capital
New York
$126K
SMA
980
Sage Mountain Advisors
Georgia
$122K
NIA
981
NBZ Investment Advisors
Tennessee
$122K
FMII
982
Farmers & Merchants Investments Inc
Nebraska
$120K
BONH
983
Bank of New Hampshire
New Hampshire
$116K
HNB
984
Huntington National Bank
Ohio
$108K
CT
985
Caldwell Trust
Florida
$103K
ST
986
Smithfield Trust
Pennsylvania
$102K
GKIM
987
GW&K Investment Management
Massachusetts
$102K
WWM
988
Woodside Wealth Management
Massachusetts
$100K
SIC
989
SJS Investment Consulting
Ohio
$99K
FCT
990
First Community Trust
Iowa
$97.7K
CT
991
Clearstead Trust
Maine
$97.2K
CTC
992
Central Trust Company
Missouri
$94.9K
RF
993
Robbins Farley
New Hampshire
$94.2K
MJRIC
994
Mogy Joel R Investment Counsel
California
$87.4K
CFB
995
Cullen/Frost Bankers
Texas
$86.6K
TAM
996
Tucker Asset Management
Colorado
$84.3K
NEWAS
997
N.E.W. Advisory Services
Wisconsin
$83.7K
SGK
998
Steigerwald Gordon & Koch
Virginia
$83.6K
FG
999
Fairman Group
Pennsylvania
$83.4K
WIM
1000
Westside Investment Management
California
$82.2K