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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
GWM
1051
GSB Wealth Management
Connecticut
$19.2K
KFPC
1052
KERR FINANCIAL PLANNING Corp
California
$19K
BF
1053
BOK Financial
Oklahoma
$18.9K
PP
1054
Pacifica Partners
Canada
$18.1K
DI
1055
DAGCO Inc
Ohio
$17.9K
SWA
1056
SOA Wealth Advisors
New York
$17.9K
FCAS
1057
First Command Advisory Services
Texas
$17.4K
AWM
1058
Angeles Wealth Management
California
$17K
FFC
1059
First Financial Corp
Indiana
$16.6K
PFA
1060
Pillar Financial Advisors
Kentucky
$15.7K
GI
1061
GAMMA Investing
California
$14.8K
PP
1062
PDS Planning
Ohio
$14.5K
VWA
1063
Valued Wealth Advisors
Utah
$14.2K
TFA
1064
Toth Financial Advisory
Virginia
$14.1K
Simplex Trading
1065
Simplex Trading
Illinois
$14K
JFA
1066
JNBA Financial Advisors
Minnesota
$13.9K
HFS
1067
Hopwood Financial Services
Virginia
$13.8K
SA
1068
Strategic Advocates
Utah
$13.1K
WA
1069
Whipplewood Advisors
Colorado
$12.3K
WWM
1070
Wagner Wealth Management
South Carolina
$12K
DF
1071
Dunhill Financial
United Kingdom
$11.9K
AWM
1072
Aberdeen Wealth Management
Illinois
$11.2K
AIC
1073
Archer Investment Corporation
Indiana
$10.9K
CMA
1074
Cedar Mountain Advisors
Oregon
$10.7K
TFG
1075
Team Financial Group
California
$10.5K