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Schwab U.S Small- Cap ETF

1,135 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 85 funds opening new positions, 407 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:

2.12% less ownership

Funds ownership: 34.67%32.55% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 465

Holders
1,135
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
PCA
1101
Providence Capital Advisors
North Carolina
$4.46K
BI
1102
Binnacle Investments
Iowa
$4.35K
CSB
1103
City State Bank
Iowa
$4.18K
DPW
1104
DiNuzzo Private Wealth
Pennsylvania
$3.74K
PA
1105
Pineridge Advisors
Missouri
$3.52K
NC
1106
North Capital
Utah
$3.51K
GWS
1107
Greykasell Wealth Strategies
California
$3.24K
FFA
1108
Founders Financial Alliance
North Carolina
$2.85K
HWP
1109
Highline Wealth Partners
California
$2.85K
Group One Trading
1110
Group One Trading
Illinois
$2.79K
FGAM
1111
Financial Gravity Asset Management
Texas
$2.73K
OC
1112
Oakworth Capital
Alabama
$2.54K
CSC
1113
Caldwell Sutter Capital
California
$2.38K
FMP
1114
Financial Management Professionals
Texas
$2.29K
GK
1115
Graney & King
New York
$2.14K
SC
1116
Solstein Capital
California
$2.01K
GEA
1117
Glen Eagle Advisors
New Jersey
$2.01K
HBW
1118
Hazlett, Burt & Watson
West Virginia
$2K
OAJ
1119
Ogorek Anthony Joseph
New York
$2K
HDIM
1120
Hanson & Doremus Investment Management
Vermont
$2K
OHWP
1121
Oak Harbor Wealth Partners
North Carolina
$1.67K
AFWM
1122
Abich Financial Wealth Management
Virginia
$1.62K
HWA
1123
Heritage Wealth Advisors
Virginia
$1.47K
TF
1124
Tompkins Financial
New York
$1.45K
CPBTD
1125
Central Pacific Bank - Trust Division
Hawaii
$1.45K