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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
TF
1126
Tompkins Financial
New York
$1.45K
CPBTD
1127
Central Pacific Bank - Trust Division
Hawaii
$1.45K
BNP Paribas Financial Markets
1128
BNP Paribas Financial Markets
France
$1.26K
SN
1129
Sittner & Nelson
Oregon
$1.23K
BCMIO
1130
Beacon Capital Management Inc (Ohio)
Ohio
$1.12K
SC
1131
Stephens Consulting
Michigan
$1K
RBC
1132
Roble Belko & Company
Pennsylvania
$1K
IWP
1133
IAG Wealth Partners
Wisconsin
$837
HIA
1134
HFM Investment Advisors
New Jersey
$743
CFS
1135
Compass Financial Services
Iowa
$560
CBT
1136
Crews Bank & Trust
Florida
$558
GTAM
1137
Global Trust Asset Management
Florida
$446
NRWA
1138
North Ridge Wealth Advisors
Oregon
$25
HNW
1139
High Note Wealth
Minnesota
$3
TI
1140
Tidal Investments
Wisconsin
AAP
1141
Arax Advisory Partners
Colorado
Tudor Investment Corp
1142
Tudor Investment Corp
Connecticut
VIA
1143
Victrix Investment Advisors
Florida
JCIA
1144
Jackson Creek Investment Advisors
Colorado
VBWMG
1145
Von Berge Wealth Management Group
California
YIH
1146
Y-Intercept (HK)
Hong Kong
CFO
1147
Custos Family Office
Texas
RW
1148
Rede Wealth
Virginia
PRI
1149
Prepared Retirement Institute
Pennsylvania
SG
1150
Somerset Group
Minnesota