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Schwab U.S Small- Cap ETF

1,135 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 85 funds opening new positions, 407 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:

2.12% less ownership

Funds ownership: 34.67%32.55% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 465

Holders
1,135
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
BNP Paribas Financial Markets
1126
BNP Paribas Financial Markets
France
$1.26K
SN
1127
Sittner & Nelson
Oregon
$1.23K
BCMIO
1128
Beacon Capital Management Inc (Ohio)
Ohio
$1.12K
SC
1129
Stephens Consulting
Michigan
$1K
RBC
1130
Roble Belko & Company
Pennsylvania
$1K
IWP
1131
IAG Wealth Partners
Wisconsin
$837
HIA
1132
HFM Investment Advisors
New Jersey
$743
CFS
1133
Compass Financial Services
Iowa
$560
CBT
1134
Crews Bank & Trust
Florida
$558
GTAM
1135
Global Trust Asset Management
Florida
$446
NRWA
1136
North Ridge Wealth Advisors
Oregon
$25
HNW
1137
High Note Wealth
Minnesota
$3
TI
1138
Tidal Investments
Wisconsin
AAP
1139
Arax Advisory Partners
Colorado
Tudor Investment Corp
1140
Tudor Investment Corp
Connecticut
VIA
1141
Victrix Investment Advisors
Florida
JCIA
1142
Jackson Creek Investment Advisors
Colorado
VBWMG
1143
Von Berge Wealth Management Group
California
YIH
1144
Y-Intercept (HK)
Hong Kong
CFO
1145
Custos Family Office
Texas
RW
1146
Rede Wealth
Virginia
PRI
1147
Prepared Retirement Institute
Pennsylvania
SG
1148
Somerset Group
Minnesota
CP
1149
Camelot Portfolios
Ohio
AFS
1150
Access Financial Services
Minnesota