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Schwab U.S Small- Cap ETF

1,148 hedge funds and large institutions have $6.69B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 411 increasing their positions, 471 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:

2.07% less ownership

Funds ownership: 34.74%32.68% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 471

Holders
1,148
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
GWS
1051
Glassman Wealth Services
Virginia
$22.5K
CPA
1052
Cardiff Park Advisors
California
$22.3K
KFGG
1053
Keystone Financial Group (Georgia)
Georgia
$21.8K
WWA
1054
Wealth Watch Advisors
Colorado
$21.8K
RF
1055
Roxbury Financial
New Jersey
$21.6K
MCA
1056
Maryland Capital Advisors
Maryland
$21.5K
WPA
1057
Wealth Preservation Advisors
Tennessee
$21.3K
Franklin Resources
1058
Franklin Resources
California
$20.7K
GJIA
1059
Glass Jacobson Investment Advisors
Maryland
$20.4K
IBOK
1060
Independence Bank of Kentucky
Kentucky
$20.3K
CA
1061
Crewe Advisors
Utah
$19.8K
PSB
1062
Piscataqua Savings Bank
New Hampshire
$19.2K
GWM
1063
GSB Wealth Management
Connecticut
$19.2K
KFP
1064
Kerr Financial Planning
California
$19K
BF
1065
BOK Financial
Oklahoma
$18.9K
PP
1066
Pacifica Partners
Canada
$18.1K
DI
1067
DAGCO Inc
Ohio
$17.9K
SWA
1068
SOA Wealth Advisors
New York
$17.9K
FCAS
1069
First Command Advisory Services
Texas
$17.4K
AWM
1070
Angeles Wealth Management
California
$17K
FFC
1071
First Financial Corp
Indiana
$16.6K
PFA
1072
Pillar Financial Advisors
Kentucky
$15.7K
GI
1073
GAMMA Investing
California
$14.8K
PP
1074
PDS Planning
Ohio
$14.5K
VWA
1075
Valued Wealth Advisors
Utah
$14.2K