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Schwab U.S Small- Cap ETF

1,154 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, 413 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:

2.07% less ownership

Funds ownership: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
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
GWS
1126
Greykasell Wealth Strategies
California
$3.24K
HWP
1127
Highline Wealth Partners
California
$2.85K
FFA
1128
Founders Financial Alliance
North Carolina
$2.85K
Group One Trading
1129
Group One Trading
Illinois
$2.79K
FGAM
1130
Financial Gravity Asset Management
Texas
$2.73K
OC
1131
Oakworth Capital
Alabama
$2.54K
CSC
1132
Caldwell Sutter Capital
California
$2.38K
FMP
1133
Financial Management Professionals
Texas
$2.29K
GK
1134
Graney & King
New York
$2.14K
GEA
1135
Glen Eagle Advisors
New Jersey
$2.01K
SC
1136
Solstein Capital
California
$2.01K
HBW
1137
Hazlett, Burt & Watson
West Virginia
$2K
HDIM
1138
Hanson & Doremus Investment Management
Vermont
$2K
OAJ
1139
Ogorek Anthony Joseph
New York
$2K
OHWP
1140
Oak Harbor Wealth Partners
North Carolina
$1.67K
AFWM
1141
Abich Financial Wealth Management
Virginia
$1.62K
HWA
1142
Heritage Wealth Advisors
Virginia
$1.47K
CPBTD
1143
Central Pacific Bank - Trust Division
Hawaii
$1.45K
TF
1144
Tompkins Financial
New York
$1.45K
BNP Paribas Financial Markets
1145
BNP Paribas Financial Markets
France
$1.26K
SN
1146
Sittner & Nelson
Oregon
$1.23K
BCMIO
1147
Beacon Capital Management Inc (Ohio)
Ohio
$1.12K
SC
1148
Stephens Consulting
Michigan
$1K
RBC
1149
Roble Belko & Company
Pennsylvania
$1K
IWP
1150
IAG Wealth Partners
Wisconsin
$837