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Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
ICM
1051
Islay Capital Management
Texas
$25.1K
OP
1052
ORG Partners
Indiana
$24.3K
ABWM
1053
Alpine Bank Wealth Management
Colorado
$24.3K
Qube Research & Technologies (QRT)
1054
Qube Research & Technologies (QRT)
United Kingdom
$24.2K
GA
1055
Guerra Advisors
Florida
$23.3K
HFS
1056
Hantz Financial Services
Michigan
$23K
TFGT
1057
TS Financial Group (TSFG)
Illinois
$23K
PP
1058
PFS Partners
New Jersey
$22.8K
GWS
1059
Glassman Wealth Services
Virginia
$22.5K
CPA
1060
Cardiff Park Advisors
California
$22.3K
KFGG
1061
Keystone Financial Group (Georgia)
Georgia
$21.8K
WWA
1062
Wealth Watch Advisors
Colorado
$21.8K
RF
1063
Roxbury Financial
New Jersey
$21.6K
MCA
1064
Maryland Capital Advisors
Maryland
$21.5K
WPA
1065
Wealth Preservation Advisors
Tennessee
$21.3K
Franklin Resources
1066
Franklin Resources
California
$20.7K
GJIA
1067
Glass Jacobson Investment Advisors
Maryland
$20.4K
IBOK
1068
Independence Bank of Kentucky
Kentucky
$20.3K
CA
1069
Crewe Advisors
Utah
$19.8K
PSB
1070
Piscataqua Savings Bank
New Hampshire
$19.2K
GWM
1071
GSB Wealth Management
Connecticut
$19.2K
KFP
1072
Kerr Financial Planning
California
$19K
BF
1073
BOK Financial
Oklahoma
$18.9K
PP
1074
Pacifica Partners
Canada
$18.1K
DI
1075
DAGCO Inc
Ohio
$17.9K