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Schwab U.S Small- Cap ETF

1,148 hedge funds and large institutions have $6.69B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 411 increasing their positions, 471 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:

2.07% less ownership

Funds ownership: 34.74%32.68% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 471

Holders
1,148
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
UB
1001
UMB Bank
Missouri
$72.5K
OA
1002
Operose Advisors
Wisconsin
$70.2K
PPA
1003
Painted Porch Advisors
California
$70.2K
TFM
1004
TFC Financial Management
Massachusetts
$67.2K
MCCP
1005
Mission Creek Capital Partners
California
$67.2K
AP
1006
Aspect Partners
Virginia
$66.8K
CIM
1007
Contravisory Investment Management
Massachusetts
$65.3K
GCM
1008
Gables Capital Management
Florida
$64.8K
HAP
1009
Harbor Asset Planning
Massachusetts
$60.6K
JFGIW
1010
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K
CAM
1011
Costello Asset Management
Pennsylvania
$57.6K
BCM
1012
Blume Capital Management
California
$56.7K
BDPWM
1013
Barnes Dennig Private Wealth Management
Ohio
$55.8K
BWL
1014
Bogart Wealth LLC
Virginia
$54.1K
PS
1015
Pinney & Scofield
Massachusetts
$53.8K
CTWM
1016
Cherry Tree Wealth Management
Minnesota
$52.6K
GFWA
1017
Grey Fox Wealth Advisors
Delaware
$46.1K
ME
1018
McIlrath & Eck
Washington
$45.1K
FHC
1019
First Horizon Corporation
Tennessee
$44.7K
CIAS
1020
CBIZ Investment Advisory Services
Ohio
$44.3K
IF
1021
Integrity Financial
Wyoming
$44K
LWA
1022
Lowe Wealth Advisors
Maryland
$39.3K
BIM
1023
Breakwater Investment Management
Washington
$39.2K
SIS
1024
Sound Income Strategies
Florida
$38.6K
RIL
1025
Rothschild Investment LLC
Illinois
$36.8K