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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
TCA
1101
Trifecta Capital Advisors
Illinois
$9.11K
FCG
1102
Financial Connections Group
California
$9K
HWM
1103
Hemington Wealth Management
Virginia
$8K
TCM
1104
TD Capital Management
Tennessee
$7.92K
BLC
1105
Brown, Lisle/Cummings
Rhode Island
$7.81K
NG
1106
NWK Group
California
$7.76K
AAG
1107
Armstrong Advisory Group
Massachusetts
$7.53K
CSPIA
1108
Cary Street Partners Investment Advisory
Virginia
$7.37K
MSFP
1109
Mark Sheptoff Financial Planning
Connecticut
$6.84K
FFA
1110
Frazier Financial Advisors
Ohio
$6.19K
PWAM
1111
Private Wealth Asset Management
Iowa
$6.19K
CT
1112
Colonial Trust
South Carolina
$5.92K
WOC
1113
West Oak Capital
California
$5.88K
MCA
1114
Midwest Capital Advisors
Michigan
$5.86K
FP
1115
Financial Perspectives
Minnesota
$5.63K
DAM
1116
Delta Asset Management
Tennessee
$5.25K
AFG
1117
Albion Financial Group
Utah
$5.06K
AA
1118
Atmos Advisory
Pennsylvania
$4.91K
HI
1119
Horizon Investments
North Carolina
$4.71K
FWM
1120
FSA Wealth Management
Massachusetts
$4.66K
DRP
1121
Decker Retirement Planning
Utah
$4.55K
PCA
1122
Providence Capital Advisors
North Carolina
$4.46K
NWMP
1123
Noble Wealth Management PBC
Colorado
$4.46K
BI
1124
Binnacle Investments
Iowa
$4.35K
CSB
1125
City State Bank
Iowa
$4.18K