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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
GGI
1026
Godsey & Gibb Inc
Virginia
$28.2K
MSG
1027
Main Street Group
Virginia
$28.1K
AWM
1028
Accredited Wealth Management
Kentucky
$28K
AEPWM
1029
Atlantic Edge Private Wealth Management
Florida
$27.9K
BAM
1030
Bellevue Asset Management
Washington
$27K
ICM
1031
Islay Capital Management
Texas
$25.1K
OP
1032
ORG Partners
Indiana
$24.3K
ABWM
1033
Alpine Bank Wealth Management
Colorado
$24.3K
Qube Research & Technologies (QRT)
1034
Qube Research & Technologies (QRT)
United Kingdom
$24.2K
GA
1035
Guerra Advisors
Florida
$23.3K
HFS
1036
Hantz Financial Services
Michigan
$23K
TFGT
1037
TS Financial Group (TSFG)
Illinois
$23K
PP
1038
PFS Partners
New Jersey
$22.8K
GWS
1039
Glassman Wealth Services
Virginia
$22.5K
CPA
1040
Cardiff Park Advisors
California
$22.3K
KFGG
1041
Keystone Financial Group (Georgia)
Georgia
$21.8K
WWA
1042
Wealth Watch Advisors
Colorado
$21.8K
RF
1043
Roxbury Financial
New Jersey
$21.6K
MCA
1044
Maryland Capital Advisors
Maryland
$21.5K
WPA
1045
Wealth Preservation Advisors
Tennessee
$21.3K
Franklin Resources
1046
Franklin Resources
California
$20.7K
GJIA
1047
Glass Jacobson Investment Advisors
Maryland
$20.4K
IBOK
1048
Independence Bank of Kentucky
Kentucky
$20.3K
CA
1049
Crewe Advisors
Utah
$19.8K
PSB
1050
Piscataqua Savings Bank
New Hampshire
$19.2K