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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
FWM
1101
FSA Wealth Management
Massachusetts
$4.66K
DRP
1102
Decker Retirement Planning
Utah
$4.55K
PCA
1103
Providence Capital Advisors
North Carolina
$4.46K
BI
1104
Binnacle Investments
Iowa
$4.35K
CSB
1105
City State Bank
Iowa
$4.18K
DPW
1106
DiNuzzo Private Wealth
Pennsylvania
$3.74K
PA
1107
Pineridge Advisors
Missouri
$3.52K
NC
1108
North Capital
Utah
$3.51K
GWS
1109
Greykasell Wealth Strategies
California
$3.24K
FFA
1110
Founders Financial Alliance
North Carolina
$2.85K
HWP
1111
Highline Wealth Partners
California
$2.85K
Group One Trading
1112
Group One Trading
Illinois
$2.79K
FGAM
1113
Financial Gravity Asset Management
Texas
$2.73K
OC
1114
Oakworth Capital
Alabama
$2.54K
CSC
1115
Caldwell Sutter Capital
California
$2.38K
FMP
1116
Financial Management Professionals
Texas
$2.29K
GK
1117
Graney & King
New York
$2.14K
SC
1118
Solstein Capital
California
$2.01K
GEA
1119
Glen Eagle Advisors
New Jersey
$2.01K
HBW
1120
Hazlett, Burt & Watson
West Virginia
$2K
OAJ
1121
Ogorek Anthony Joseph
New York
$2K
HDIM
1122
Hanson & Doremus Investment Management
Vermont
$2K
OHWP
1123
Oak Harbor Wealth Partners
North Carolina
$1.67K
AFWM
1124
Abich Financial Wealth Management
Virginia
$1.62K
HWA
1125
Heritage Wealth Advisors
Virginia
$1.47K