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Schwab U.S Small- Cap ETF

1,154 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, 413 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:

2.07% less ownership

Funds ownership: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
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
LWA
1026
Lowe Wealth Advisors
Maryland
$39.3K
BIM
1027
Breakwater Investment Management
Washington
$39.2K
SIS
1028
Sound Income Strategies
Florida
$38.6K
RIL
1029
Rothschild Investment LLC
Illinois
$36.8K
M
1030
MOTCO
Texas
$35.6K
Fifth Third Bancorp
1031
Fifth Third Bancorp
Ohio
$35.5K
RF
1032
Rossby Financial
Florida
$34.8K
MFA
1033
Morling Financial Advisors
California
$33.5K
CWM
1034
Crowley Wealth Management
Delaware
$33.5K
CNBT
1035
Cornerstone National Bank & Trust
Illinois
$32.6K
HI
1036
Hoey Investments
Pennsylvania
$32.3K
KWM
1037
Kiker Wealth Management
Georgia
$31.3K
SL
1038
Salomon & Ludwin
Virginia
$31.1K
ATC
1039
Adirondack Trust Company
New York
$30.7K
Barclays
1040
Barclays
United Kingdom
$29.9K
JFG
1041
JDM Financial Group
Texas
$29.8K
HPIA
1042
Hamilton Point Investment Advisors
North Carolina
$29.7K
GGI
1043
Godsey & Gibb Inc
Virginia
$28.2K
MSG
1044
Main Street Group
Virginia
$28.1K
AWM
1045
Accredited Wealth Management
Kentucky
$28K
AEPWM
1046
Atlantic Edge Private Wealth Management
Florida
$27.9K
BAM
1047
Bellevue Asset Management
Washington
$27K
ICM
1048
Islay Capital Management
Texas
$25.1K
OP
1049
ORG Partners
Indiana
$24.3K
ABWM
1050
Alpine Bank Wealth Management
Colorado
$24.3K