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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
Qube Research & Technologies (QRT)
1051
Qube Research & Technologies (QRT)
United Kingdom
$24.2K
GA
1052
Guerra Advisors
Florida
$23.3K
HFS
1053
Hantz Financial Services
Michigan
$23K
TFGT
1054
TS Financial Group (TSFG)
Illinois
$23K
PP
1055
PFS Partners
New Jersey
$22.8K
GWS
1056
Glassman Wealth Services
Virginia
$22.5K
CPA
1057
Cardiff Park Advisors
California
$22.3K
KFGG
1058
Keystone Financial Group (Georgia)
Georgia
$21.8K
WWA
1059
Wealth Watch Advisors
Colorado
$21.8K
RF
1060
Roxbury Financial
New Jersey
$21.6K
MCA
1061
Maryland Capital Advisors
Maryland
$21.5K
WPA
1062
Wealth Preservation Advisors
Tennessee
$21.3K
Franklin Resources
1063
Franklin Resources
California
$20.7K
GJIA
1064
Glass Jacobson Investment Advisors
Maryland
$20.4K
IBOK
1065
Independence Bank of Kentucky
Kentucky
$20.3K
CA
1066
Crewe Advisors
Utah
$19.8K
PSB
1067
Piscataqua Savings Bank
New Hampshire
$19.2K
GWM
1068
GSB Wealth Management
Connecticut
$19.2K
KFP
1069
Kerr Financial Planning
California
$19K
BF
1070
BOK Financial
Oklahoma
$18.9K
PP
1071
Pacifica Partners
Canada
$18.1K
DI
1072
DAGCO Inc
Ohio
$17.9K
SWA
1073
SOA Wealth Advisors
New York
$17.9K
FCAS
1074
First Command Advisory Services
Texas
$17.4K
KG
1075
Kilter Group
New York
$17.4K