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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
BC
1001
Barrett & Company
Rhode Island
$74.3K
PK
1002
Pflug Koory
Nebraska
$73.9K
CFG
1003
Chapman Financial Group
Hawaii
$72.9K
UB
1004
UMB Bank
Missouri
$72.5K
OA
1005
Operose Advisors
Wisconsin
$70.2K
PPA
1006
Painted Porch Advisors
California
$70.2K
TFM
1007
TFC Financial Management
Massachusetts
$67.2K
MCCP
1008
Mission Creek Capital Partners
California
$67.2K
AP
1009
Aspect Partners
Virginia
$66.8K
CIM
1010
Contravisory Investment Management
Massachusetts
$65.3K
GCM
1011
Gables Capital Management
Florida
$64.8K
HAP
1012
Harbor Asset Planning
Massachusetts
$60.6K
JFGIW
1013
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K
EA
1014
Evolution Advisers
Virginia
$59K
CAM
1015
Costello Asset Management
Pennsylvania
$57.6K
BCM
1016
Blume Capital Management
California
$56.7K
BDPWM
1017
Barnes Dennig Private Wealth Management
Ohio
$55.8K
BWL
1018
Bogart Wealth LLC
Virginia
$54.1K
PS
1019
Pinney & Scofield
Massachusetts
$53.8K
CTWM
1020
Cherry Tree Wealth Management
Minnesota
$52.6K
GFWA
1021
Grey Fox Wealth Advisors
Delaware
$46.1K
ME
1022
McIlrath & Eck
Washington
$45.1K
FHC
1023
First Horizon Corporation
Tennessee
$44.7K
CIAS
1024
CBIZ Investment Advisory Services
Ohio
$44.3K
IF
1025
Integrity Financial
Wyoming
$44K