SCHA icon

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
TFA
1076
Toth Financial Advisory
Virginia
$14.1K
Simplex Trading
1077
Simplex Trading
Illinois
$14K
JFA
1078
JNBA Financial Advisors
Minnesota
$13.9K
HFS
1079
Hopwood Financial Services
Virginia
$13.8K
SA
1080
Strategic Advocates
Utah
$13.1K
WA
1081
Whipplewood Advisors
Colorado
$12.3K
WWM
1082
Wagner Wealth Management
South Carolina
$12K
DF
1083
Dunhill Financial
United Kingdom
$11.9K
AWM
1084
Aberdeen Wealth Management
Illinois
$11.2K
AIC
1085
Archer Investment Corporation
Indiana
$10.9K
CMA
1086
Cedar Mountain Advisors
Oregon
$10.7K
TFG
1087
Team Financial Group
California
$10.5K
GWSG
1088
GPS Wealth Strategies Group
Colorado
$10.3K
ANBT
1089
American National Bank & Trust
Texas
$10.2K
HCM
1090
Horrell Capital Management
Arkansas
$9.82K
OCM
1091
Orion Capital Management
California
$9.71K
TCA
1092
Trifecta Capital Advisors
Illinois
$9.11K
FCG
1093
Financial Connections Group
California
$9K
HWM
1094
Hemington Wealth Management
Virginia
$8K
TCM
1095
TD Capital Management
Tennessee
$7.92K
BLC
1096
Brown, Lisle/Cummings
Rhode Island
$7.81K
NG
1097
NWK Group
California
$7.76K
AAG
1098
Armstrong Advisory Group
Massachusetts
$7.53K
CSPIA
1099
Cary Street Partners Investment Advisory
Virginia
$7.37K
MSFP
1100
Mark Sheptoff Financial Planning
Connecticut
$6.84K