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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
TCM
1101
TD Capital Management
Tennessee
$7.92K
BLC
1102
Brown, Lisle/Cummings
Rhode Island
$7.81K
NG
1103
NWK Group
California
$7.76K
AAG
1104
Armstrong Advisory Group
Massachusetts
$7.53K
CSPIA
1105
Cary Street Partners Investment Advisory
Virginia
$7.37K
MSFP
1106
Mark Sheptoff Financial Planning
Connecticut
$6.84K
FFA
1107
Frazier Financial Advisors
Ohio
$6.19K
PWAM
1108
Private Wealth Asset Management
Iowa
$6.19K
CT
1109
Colonial Trust
South Carolina
$5.92K
WOC
1110
West Oak Capital
California
$5.88K
MCA
1111
Midwest Capital Advisors
Michigan
$5.86K
FP
1112
Financial Perspectives
Minnesota
$5.63K
DAM
1113
Delta Asset Management
Tennessee
$5.25K
AFG
1114
Albion Financial Group
Utah
$5.06K
AA
1115
Atmos Advisory
Pennsylvania
$4.91K
HI
1116
Horizon Investments
North Carolina
$4.71K
FWM
1117
FSA Wealth Management
Massachusetts
$4.66K
DRP
1118
Decker Retirement Planning
Utah
$4.55K
PCA
1119
Providence Capital Advisors
North Carolina
$4.46K
NWMP
1120
Noble Wealth Management PBC
Colorado
$4.46K
BI
1121
Binnacle Investments
Iowa
$4.35K
CSB
1122
City State Bank
Iowa
$4.18K
DPW
1123
DiNuzzo Private Wealth
Pennsylvania
$3.74K
PA
1124
Pineridge Advisors
Missouri
$3.52K
NC
1125
North Capital
Utah
$3.51K