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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
CMA
1076
Cedar Mountain Advisors
Oregon
$10.7K
TFG
1077
Team Financial Group
California
$10.5K
GWSG
1078
GPS Wealth Strategies Group
Colorado
$10.3K
ANBT
1079
American National Bank & Trust
Texas
$10.2K
HCM
1080
Horrell Capital Management
Arkansas
$9.82K
OCM
1081
Orion Capital Management
California
$9.71K
TCA
1082
Trifecta Capital Advisors
Illinois
$9.11K
FCG
1083
Financial Connections Group
California
$9K
HWM
1084
Hemington Wealth Management
Virginia
$8K
TCM
1085
TD Capital Management
Tennessee
$7.92K
BLC
1086
Brown, Lisle/Cummings
Rhode Island
$7.81K
NG
1087
NWK Group
California
$7.76K
AAG
1088
Armstrong Advisory Group
Massachusetts
$7.53K
CSPIA
1089
Cary Street Partners Investment Advisory
Virginia
$7.37K
MSFP
1090
Mark Sheptoff Financial Planning
Connecticut
$6.84K
FFA
1091
Frazier Financial Advisors
Ohio
$6.19K
PWAM
1092
Private Wealth Asset Management
Iowa
$6.19K
CT
1093
Colonial Trust
South Carolina
$5.92K
WOC
1094
West Oak Capital
California
$5.88K
MCA
1095
Midwest Capital Advisors
Michigan
$5.86K
FP
1096
Financial Perspectives
Minnesota
$5.63K
DAM
1097
Delta Asset Management
Tennessee
$5.25K
AFG
1098
Albion Financial Group
Utah
$5.06K
AA
1099
Atmos Advisory
Pennsylvania
$4.91K
HI
1100
Horizon Investments
North Carolina
$4.71K