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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
TWM
101
Tradition Wealth Management
Minnesota
$11.2M
MTIC
102
Missouri Trust & Investment Company
Missouri
$10.9M
SWA
103
Sightline Wealth Advisors
Connecticut
$10.8M
EL
104
Essex LLC
Illinois
$10.7M
VWA
105
VSM Wealth Advisory
Maryland
$10.7M
CMP
106
Courage Miller Partners
Virginia
$10.5M
SFWC
107
Strategic Family Wealth Counselors
New Jersey
$10.5M
TCM
108
Towercrest Capital Management
Pennsylvania
$10.4M
AWMG
109
Alliance Wealth Management Group
New Jersey
$10.4M
AFA
110
American Financial Advisors
Georgia
$10.4M
Truist Financial
111
Truist Financial
North Carolina
$9.91M
FPCP
112
Fort Point Capital Partners
California
$9.53M
MT
113
Midwest Trust
Kansas
$9.18M
BAMG
114
Brand Asset Management Group
Missouri
$9.15M
WT
115
Whittier Trust
California
$9.1M
IWC
116
Integrated Wealth Concepts
Massachusetts
$9.05M
PIMG
117
Patriot Investment Management Group
Tennessee
$8.83M
CFMC
118
Curbstone Financial Management Corp
New Hampshire
$8.83M
DWM
119
Diversify Wealth Management
Utah
$8.6M
SWA
120
Stratos Wealth Advisors
Ohio
$8.52M
AIM
121
Athena Investment Management
California
$8.44M
MFC
122
Morris Financial Concepts
South Carolina
$8.38M
TRCT
123
Tower Research Capital (TRC)
New York
$8.36M
CP
124
Creekside Partners
California
$8.32M
SFA
125
Sequoia Financial Advisors
Ohio
$8.31M