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Schwab U.S Small- Cap ETF

1,154 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, 413 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:

2.07% less ownership

Funds ownership: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
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
AWM
1076
Angeles Wealth Management
California
$17K
FFC
1077
First Financial Corp
Indiana
$16.6K
PFA
1078
Pillar Financial Advisors
Kentucky
$15.7K
GI
1079
GAMMA Investing
California
$14.8K
PP
1080
PDS Planning
Ohio
$14.5K
VWA
1081
Valued Wealth Advisors
Utah
$14.2K
TFA
1082
Toth Financial Advisory
Virginia
$14.1K
Simplex Trading
1083
Simplex Trading
Illinois
$14K
JFA
1084
JNBA Financial Advisors
Minnesota
$13.9K
HFS
1085
Hopwood Financial Services
Virginia
$13.8K
SA
1086
Strategic Advocates
Utah
$13.1K
WA
1087
Whipplewood Advisors
Colorado
$12.3K
WWMSC
1088
Wagner Wealth Management (South Carolina)
South Carolina
$12K
DF
1089
Dunhill Financial
United Kingdom
$11.9K
AWM
1090
Aberdeen Wealth Management
Illinois
$11.2K
AIC
1091
Archer Investment Corporation
Indiana
$10.9K
CMA
1092
Cedar Mountain Advisors
Oregon
$10.7K
TFG
1093
Team Financial Group
California
$10.5K
GWSG
1094
GPS Wealth Strategies Group
Colorado
$10.3K
ANBT
1095
American National Bank & Trust
Texas
$10.2K
HCM
1096
Horrell Capital Management
Arkansas
$9.82K
OCM
1097
Orion Capital Management
California
$9.71K
TCA
1098
Trifecta Capital Advisors
Illinois
$9.11K
FCG
1099
Financial Connections Group
California
$9K
HWM
1100
Hemington Wealth Management
Virginia
$8K