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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
BWL
1001
Bogart Wealth LLC
Virginia
$54.1K
PS
1002
Pinney & Scofield
Massachusetts
$53.8K
CTWM
1003
Cherry Tree Wealth Management
Minnesota
$52.6K
GFWA
1004
Grey Fox Wealth Advisors
Delaware
$46.1K
ME
1005
McIlrath & Eck
Washington
$45.1K
FHC
1006
First Horizon Corporation
Tennessee
$44.7K
CIAS
1007
CBIZ Investment Advisory Services
Ohio
$44.3K
IF
1008
Integrity Financial
Wyoming
$44K
LWA
1009
Lowe Wealth Advisors
Maryland
$39.3K
BIM
1010
Breakwater Investment Management
Washington
$39.2K
TCM
1011
Triumph Capital Management
Colorado
$38.7K
SIS
1012
Sound Income Strategies
Florida
$38.6K
RIL
1013
Rothschild Investment LLC
Illinois
$36.8K
M
1014
MOTCO
Texas
$35.6K
Fifth Third Bancorp
1015
Fifth Third Bancorp
Ohio
$35.5K
RF
1016
Rossby Financial
Florida
$34.8K
MFA
1017
Morling Financial Advisors
California
$33.5K
CWM
1018
Crowley Wealth Management
Delaware
$33.5K
HI
1019
Hoey Investments
Pennsylvania
$32.3K
KWM
1020
Kiker Wealth Management
Georgia
$31.3K
SL
1021
Salomon & Ludwin
Virginia
$31.1K
ATC
1022
Adirondack Trust Company
New York
$30.7K
Barclays
1023
Barclays
United Kingdom
$29.9K
JFG
1024
JDM Financial Group
Texas
$29.8K
HPIA
1025
Hamilton Point Investment Advisors
North Carolina
$29.7K