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Schwab U.S Small- Cap ETF

1,137 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 86 funds opening new positions, 408 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:

2.11% less ownership

Funds ownership: 34.67%32.56% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 408 | Existing positions reduced: 465

Holders
1,137
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
JFG
1026
JDM Financial Group
Texas
$29.8K
HPIA
1027
Hamilton Point Investment Advisors
North Carolina
$29.7K
GGI
1028
Godsey & Gibb Inc
Virginia
$28.2K
MSG
1029
Main Street Group
Virginia
$28.1K
AWM
1030
Accredited Wealth Management
Kentucky
$28K
AEPWM
1031
Atlantic Edge Private Wealth Management
Florida
$27.9K
BAM
1032
Bellevue Asset Management
Washington
$27K
ICM
1033
Islay Capital Management
Texas
$25.1K
OP
1034
ORG Partners
Indiana
$24.3K
ABWM
1035
Alpine Bank Wealth Management
Colorado
$24.3K
Qube Research & Technologies (QRT)
1036
Qube Research & Technologies (QRT)
United Kingdom
$24.2K
GA
1037
Guerra Advisors
Florida
$23.3K
HFS
1038
Hantz Financial Services
Michigan
$23K
TFGT
1039
TS Financial Group (TSFG)
Illinois
$23K
PP
1040
PFS Partners
New Jersey
$22.8K
GWS
1041
Glassman Wealth Services
Virginia
$22.5K
CPA
1042
Cardiff Park Advisors
California
$22.3K
KFGG
1043
Keystone Financial Group (Georgia)
Georgia
$21.8K
WWA
1044
Wealth Watch Advisors
Colorado
$21.8K
RF
1045
Roxbury Financial
New Jersey
$21.6K
MCA
1046
Maryland Capital Advisors
Maryland
$21.5K
WPA
1047
Wealth Preservation Advisors
Tennessee
$21.3K
Franklin Resources
1048
Franklin Resources
California
$20.7K
GJIA
1049
Glass Jacobson Investment Advisors
Maryland
$20.4K
IBOK
1050
Independence Bank of Kentucky
Kentucky
$20.3K