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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
HIA
1151
HFM Investment Advisors
New Jersey
$743
CFS
1152
Compass Financial Services
Iowa
$560
CBT
1153
Crews Bank & Trust
Florida
$558
GTAM
1154
Global Trust Asset Management
Florida
$446
NRWA
1155
North Ridge Wealth Advisors
Oregon
$25
HNW
1156
High Note Wealth
Minnesota
$3
TI
1157
Tidal Investments
Wisconsin
AAP
1158
Arax Advisory Partners
Colorado
Tudor Investment Corp
1159
Tudor Investment Corp
Connecticut
VIA
1160
Victrix Investment Advisors
Florida
JCIA
1161
Jackson Creek Investment Advisors
Colorado
VBWMG
1162
Von Berge Wealth Management Group
California
YIH
1163
Y-Intercept (HK)
Hong Kong
CFO
1164
Custos Family Office
Texas
RW
1165
Rede Wealth
Virginia
SWM
1166
Stark Wealth Management
Pennsylvania
PRI
1167
Prepared Retirement Institute
Pennsylvania
SG
1168
Somerset Group
Minnesota
CP
1169
Camelot Portfolios
Ohio
AFS
1170
Access Financial Services
Minnesota
FLPIM
1171
F.L. Putnam Investment Management
Massachusetts
PFPT
1172
Pinnacle Financial Partners (Tennessee)
Tennessee
PIN
1173
Prudent Investors Network
California
AWA
1174
ARQ Wealth Advisors
Arizona
LFP
1175
Leeward Financial Partners
Washington