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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
BCM
1001
Blume Capital Management
California
$56.7K
BDPWM
1002
Barnes Dennig Private Wealth Management
Ohio
$55.8K
BWL
1003
Bogart Wealth LLC
Virginia
$54.1K
PS
1004
Pinney & Scofield
Massachusetts
$53.8K
CTWM
1005
Cherry Tree Wealth Management
Minnesota
$52.6K
GFWA
1006
Grey Fox Wealth Advisors
Delaware
$46.1K
ME
1007
McIlrath & Eck
Washington
$45.1K
FHC
1008
First Horizon Corporation
Tennessee
$44.7K
CIAS
1009
CBIZ Investment Advisory Services
Ohio
$44.3K
IF
1010
Integrity Financial
Wyoming
$44K
LWA
1011
Lowe Wealth Advisors
Maryland
$39.3K
BIM
1012
Breakwater Investment Management
Washington
$39.2K
TCM
1013
Triumph Capital Management
Colorado
$38.7K
SIS
1014
Sound Income Strategies
Florida
$38.6K
RIL
1015
Rothschild Investment LLC
Illinois
$36.8K
M
1016
MOTCO
Texas
$35.6K
Fifth Third Bancorp
1017
Fifth Third Bancorp
Ohio
$35.5K
RF
1018
Rossby Financial
Florida
$34.8K
MFA
1019
Morling Financial Advisors
California
$33.5K
CWM
1020
Crowley Wealth Management
Delaware
$33.5K
HI
1021
Hoey Investments
Pennsylvania
$32.3K
KWM
1022
Kiker Wealth Management
Georgia
$31.3K
SL
1023
Salomon & Ludwin
Virginia
$31.1K
ATC
1024
Adirondack Trust Company
New York
$30.7K
Barclays
1025
Barclays
United Kingdom
$29.9K