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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
CA
1051
Crewe Advisors
Utah
$19.8K
PSB
1052
Piscataqua Savings Bank
New Hampshire
$19.2K
GWM
1053
GSB Wealth Management
Connecticut
$19.2K
KFPC
1054
KERR FINANCIAL PLANNING Corp
California
$19K
BF
1055
BOK Financial
Oklahoma
$18.9K
PP
1056
Pacifica Partners
Canada
$18.1K
DI
1057
DAGCO Inc
Ohio
$17.9K
SWA
1058
SOA Wealth Advisors
New York
$17.9K
FCAS
1059
First Command Advisory Services
Texas
$17.4K
AWM
1060
Angeles Wealth Management
California
$17K
FFC
1061
First Financial Corp
Indiana
$16.6K
PFA
1062
Pillar Financial Advisors
Kentucky
$15.7K
GI
1063
GAMMA Investing
California
$14.8K
PP
1064
PDS Planning
Ohio
$14.5K
VWA
1065
Valued Wealth Advisors
Utah
$14.2K
TFA
1066
Toth Financial Advisory
Virginia
$14.1K
Simplex Trading
1067
Simplex Trading
Illinois
$14K
JFA
1068
JNBA Financial Advisors
Minnesota
$13.9K
HFS
1069
Hopwood Financial Services
Virginia
$13.8K
SA
1070
Strategic Advocates
Utah
$13.1K
WA
1071
Whipplewood Advisors
Colorado
$12.3K
WWM
1072
Wagner Wealth Management
South Carolina
$12K
DF
1073
Dunhill Financial
United Kingdom
$11.9K
AWM
1074
Aberdeen Wealth Management
Illinois
$11.2K
AIC
1075
Archer Investment Corporation
Indiana
$10.9K