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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
SWA
1076
SOA Wealth Advisors
New York
$17.9K
FCAS
1077
First Command Advisory Services
Texas
$17.4K
KG
1078
Kilter Group
New York
$17.4K
AWM
1079
Angeles Wealth Management
California
$17K
FFC
1080
First Financial Corp
Indiana
$16.6K
PFA
1081
Pillar Financial Advisors
Kentucky
$15.7K
GI
1082
GAMMA Investing
California
$14.8K
PP
1083
PDS Planning
Ohio
$14.5K
VWA
1084
Valued Wealth Advisors
Utah
$14.2K
TFA
1085
Toth Financial Advisory
Virginia
$14.1K
Simplex Trading
1086
Simplex Trading
Illinois
$14K
JFA
1087
JNBA Financial Advisors
Minnesota
$13.9K
HFS
1088
Hopwood Financial Services
Virginia
$13.8K
SA
1089
Strategic Advocates
Utah
$13.1K
WA
1090
Whipplewood Advisors
Colorado
$12.3K
WWMSC
1091
Wagner Wealth Management (South Carolina)
South Carolina
$12K
DF
1092
Dunhill Financial
United Kingdom
$11.9K
AWM
1093
Aberdeen Wealth Management
Illinois
$11.2K
AIC
1094
Archer Investment Corporation
Indiana
$10.9K
CMA
1095
Cedar Mountain Advisors
Oregon
$10.7K
TFG
1096
Team Financial Group
California
$10.5K
GWSG
1097
GPS Wealth Strategies Group
Colorado
$10.3K
ANBT
1098
American National Bank & Trust
Texas
$10.2K
HCM
1099
Horrell Capital Management
Arkansas
$9.82K
OCM
1100
Orion Capital Management
California
$9.71K