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Schwab U.S Small- Cap ETF

1,148 hedge funds and large institutions have $6.69B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 411 increasing their positions, 471 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:

2.07% less ownership

Funds ownership: 34.74%32.68% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 471

Holders
1,148
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
FFA
1101
Frazier Financial Advisors
Ohio
$6.19K
PWAM
1102
Private Wealth Asset Management
Iowa
$6.19K
CT
1103
Colonial Trust
South Carolina
$5.92K
WOC
1104
West Oak Capital
California
$5.88K
MCA
1105
Midwest Capital Advisors
Michigan
$5.86K
FP
1106
Financial Perspectives
Minnesota
$5.63K
DAM
1107
Delta Asset Management
Tennessee
$5.25K
AFG
1108
Albion Financial Group
Utah
$5.06K
AA
1109
Atmos Advisory
Pennsylvania
$4.91K
HI
1110
Horizon Investments
North Carolina
$4.71K
FWM
1111
FSA Wealth Management
Massachusetts
$4.66K
DRP
1112
Decker Retirement Planning
Utah
$4.55K
PCA
1113
Providence Capital Advisors
North Carolina
$4.46K
NWMP
1114
Noble Wealth Management PBC
Colorado
$4.46K
BI
1115
Binnacle Investments
Iowa
$4.35K
CSB
1116
City State Bank
Iowa
$4.18K
DPW
1117
DiNuzzo Private Wealth
Pennsylvania
$3.74K
PA
1118
Pineridge Advisors
Missouri
$3.52K
NC
1119
North Capital
Utah
$3.51K
GWS
1120
Greykasell Wealth Strategies
California
$3.24K
FFA
1121
Founders Financial Alliance
North Carolina
$2.85K
HWP
1122
Highline Wealth Partners
California
$2.85K
Group One Trading
1123
Group One Trading
Illinois
$2.79K
FGAM
1124
Financial Gravity Asset Management
Texas
$2.73K
OC
1125
Oakworth Capital
Alabama
$2.54K