SCHA icon

Schwab U.S Small- Cap ETF

1,157 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, 415 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:

2.06% less ownership

Funds ownership: 34.78%32.71% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 474

Holders
1,157
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
SC
1151
Stephens Consulting
Michigan
$1K
RBC
1152
Roble Belko & Company
Pennsylvania
$1K
IWP
1153
IAG Wealth Partners
Wisconsin
$837
HIA
1154
HFM Investment Advisors
New Jersey
$743
CFS
1155
Compass Financial Services
Iowa
$560
CBT
1156
Crews Bank & Trust
Florida
$558
GTAM
1157
Global Trust Asset Management
Florida
$446
NRWA
1158
North Ridge Wealth Advisors
Oregon
$25
HNW
1159
High Note Wealth
Minnesota
$3
TI
1160
Tidal Investments
Wisconsin
AAP
1161
Arax Advisory Partners
Colorado
Tudor Investment Corp
1162
Tudor Investment Corp
Connecticut
VIA
1163
Victrix Investment Advisors
Florida
JCIA
1164
Jackson Creek Investment Advisors
Colorado
VBWMG
1165
Von Berge Wealth Management Group
California
YIH
1166
Y-Intercept (HK)
Hong Kong
CFO
1167
Custos Family Office
Texas
RW
1168
Rede Wealth
Virginia
SWM
1169
Stark Wealth Management
Pennsylvania
PRI
1170
Prepared Retirement Institute
Pennsylvania
SG
1171
Somerset Group
Minnesota
CP
1172
Camelot Portfolios
Ohio
AFS
1173
Access Financial Services
Minnesota
FLPIM
1174
F.L. Putnam Investment Management
Massachusetts
PFPT
1175
Pinnacle Financial Partners (Tennessee)
Tennessee