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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
CSC
1126
Caldwell Sutter Capital
California
$2.38K
FMP
1127
Financial Management Professionals
Texas
$2.29K
GK
1128
Graney & King
New York
$2.14K
SC
1129
Solstein Capital
California
$2.01K
GEA
1130
Glen Eagle Advisors
New Jersey
$2.01K
HBW
1131
Hazlett, Burt & Watson
West Virginia
$2K
OAJ
1132
Ogorek Anthony Joseph
New York
$2K
HDIM
1133
Hanson & Doremus Investment Management
Vermont
$2K
OHWP
1134
Oak Harbor Wealth Partners
North Carolina
$1.67K
AFWM
1135
Abich Financial Wealth Management
Virginia
$1.62K
HWA
1136
Heritage Wealth Advisors
Virginia
$1.47K
TF
1137
Tompkins Financial
New York
$1.45K
CPBTD
1138
Central Pacific Bank - Trust Division
Hawaii
$1.45K
BNP Paribas Financial Markets
1139
BNP Paribas Financial Markets
France
$1.26K
SN
1140
Sittner & Nelson
Oregon
$1.23K
BCMIO
1141
Beacon Capital Management Inc (Ohio)
Ohio
$1.12K
SC
1142
Stephens Consulting
Michigan
$1K
RBC
1143
Roble Belko & Company
Pennsylvania
$1K
IWP
1144
IAG Wealth Partners
Wisconsin
$837
HIA
1145
HFM Investment Advisors
New Jersey
$743
CFS
1146
Compass Financial Services
Iowa
$560
CBT
1147
Crews Bank & Trust
Florida
$558
GTAM
1148
Global Trust Asset Management
Florida
$446
NRWA
1149
North Ridge Wealth Advisors
Oregon
$25
HNW
1150
High Note Wealth
Minnesota
$3