SCHA icon

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
M
1026
MOTCO
Texas
$35.6K
Fifth Third Bancorp
1027
Fifth Third Bancorp
Ohio
$35.5K
RF
1028
Rossby Financial
Florida
$34.8K
MFA
1029
Morling Financial Advisors
California
$33.5K
CWM
1030
Crowley Wealth Management
Delaware
$33.5K
HI
1031
Hoey Investments
Pennsylvania
$32.3K
KWM
1032
Kiker Wealth Management
Georgia
$31.3K
SL
1033
Salomon & Ludwin
Virginia
$31.1K
ATC
1034
Adirondack Trust Company
New York
$30.7K
Barclays
1035
Barclays
United Kingdom
$29.9K
JFG
1036
JDM Financial Group
Texas
$29.8K
HPIA
1037
Hamilton Point Investment Advisors
North Carolina
$29.7K
GGI
1038
Godsey & Gibb Inc
Virginia
$28.2K
MSG
1039
Main Street Group
Virginia
$28.1K
AWM
1040
Accredited Wealth Management
Kentucky
$28K
AEPWM
1041
Atlantic Edge Private Wealth Management
Florida
$27.9K
BAM
1042
Bellevue Asset Management
Washington
$27K
ICM
1043
Islay Capital Management
Texas
$25.1K
OP
1044
ORG Partners
Indiana
$24.3K
ABWM
1045
Alpine Bank Wealth Management
Colorado
$24.3K
Qube Research & Technologies (QRT)
1046
Qube Research & Technologies (QRT)
United Kingdom
$24.2K
GA
1047
Guerra Advisors
Florida
$23.3K
HFS
1048
Hantz Financial Services
Michigan
$23K
TFGT
1049
TS Financial Group (TSFG)
Illinois
$23K
PP
1050
PFS Partners
New Jersey
$22.8K