SCHA icon

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
RDFA
1001
Ritter Daniher Financial Advisory
Ohio
$80K
PC
1002
Promus Capital
Illinois
$75.3K
VCM
1003
Versant Capital Management
Arizona
$74.7K
BC
1004
Barrett & Company
Rhode Island
$74.3K
PK
1005
Pflug Koory
Nebraska
$73.9K
CFG
1006
Chapman Financial Group
Hawaii
$72.9K
UB
1007
UMB Bank
Missouri
$72.5K
OA
1008
Operose Advisors
Wisconsin
$70.2K
PPA
1009
Painted Porch Advisors
California
$70.2K
TFM
1010
TFC Financial Management
Massachusetts
$67.2K
MCCP
1011
Mission Creek Capital Partners
California
$67.2K
AP
1012
Aspect Partners
Virginia
$66.8K
CIM
1013
Contravisory Investment Management
Massachusetts
$65.3K
GCM
1014
Gables Capital Management
Florida
$64.8K
HAP
1015
Harbor Asset Planning
Massachusetts
$60.6K
JFGIW
1016
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K
EA
1017
Evolution Advisers
Virginia
$59K
CAM
1018
Costello Asset Management
Pennsylvania
$57.6K
BCM
1019
Blume Capital Management
California
$56.7K
BDPWM
1020
Barnes Dennig Private Wealth Management
Ohio
$55.8K
BWL
1021
Bogart Wealth LLC
Virginia
$54.1K
PS
1022
Pinney & Scofield
Massachusetts
$53.8K
CTWM
1023
Cherry Tree Wealth Management
Minnesota
$52.6K
GFWA
1024
Grey Fox Wealth Advisors
Delaware
$46.1K
ME
1025
McIlrath & Eck
Washington
$45.1K