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Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
FHC
1026
First Horizon Corporation
Tennessee
$44.7K
CIAS
1027
CBIZ Investment Advisory Services
Ohio
$44.3K
IF
1028
Integrity Financial
Wyoming
$44K
LWA
1029
Lowe Wealth Advisors
Maryland
$39.3K
BIM
1030
Breakwater Investment Management
Washington
$39.2K
SIS
1031
Sound Income Strategies
Florida
$38.6K
RIL
1032
Rothschild Investment LLC
Illinois
$36.8K
M
1033
MOTCO
Texas
$35.6K
Fifth Third Bancorp
1034
Fifth Third Bancorp
Ohio
$35.5K
RF
1035
Rossby Financial
Florida
$34.8K
MFA
1036
Morling Financial Advisors
California
$33.5K
CWM
1037
Crowley Wealth Management
Delaware
$33.5K
CNBT
1038
Cornerstone National Bank & Trust
Illinois
$32.6K
HI
1039
Hoey Investments
Pennsylvania
$32.3K
KWM
1040
Kiker Wealth Management
Georgia
$31.3K
SL
1041
Salomon & Ludwin
Virginia
$31.1K
ATC
1042
Adirondack Trust Company
New York
$30.7K
Barclays
1043
Barclays
United Kingdom
$29.9K
JFG
1044
JDM Financial Group
Texas
$29.8K
HPIA
1045
Hamilton Point Investment Advisors
North Carolina
$29.7K
GGI
1046
Godsey & Gibb Inc
Virginia
$28.2K
MSG
1047
Main Street Group
Virginia
$28.1K
AWM
1048
Accredited Wealth Management
Kentucky
$28K
AEPWM
1049
Atlantic Edge Private Wealth Management
Florida
$27.9K
BAM
1050
Bellevue Asset Management
Washington
$27K