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Schwab U.S Small- Cap ETF

1,165 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 89 funds opening new positions, 418 increasing their positions, 476 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $6.04B → $6.7B (+$665M)

9% more funds holding in top 10

Funds holding in top 10: 5358 (+5)

2% more funds holding

Funds holding: 1,1371,165 (+28)

2.05% less ownership

Funds ownership: 34.8%32.75% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 476

Holders
1,165
Holders Change
+28
Holders Change %
+2.46%
% of All Funds
15.29%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.76%
New
89
Increased
418
Reduced
476
Closed
37
Calls
$2.83M
Puts
Net Calls
+$2.83M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
Tradition Wealth Management
Minnesota
$11.2M -$368K -13,777 -3%
MTIC
102
Missouri Trust & Investment Company
Missouri
$10.9M -$65.5K -2,449 -0.6%
SWA
103
Sightline Wealth Advisors
Connecticut
$10.8M -$45.1K -1,688 -0.4%
EL
104
Essex LLC
Illinois
$10.7M +$20.2K +756 +0.2%
VWA
105
VSM Wealth Advisory
Maryland
$10.7M +$9.03M +337,557 +521%
CMP
106
Courage Miller Partners
Virginia
$10.5M -$76K -2,842 -0.8%
SFWC
107
Strategic Family Wealth Counselors
New Jersey
$10.5M -$10.5K -391 -0.1%
AWMG
108
Alliance Wealth Management Group
New Jersey
$10.4M -$1.32M -49,325 -12%
TCM
109
Towercrest Capital Management
Pennsylvania
$10.4M -$1.32M -49,325 -12%
AFA
110
American Financial Advisors
Georgia
$10.4M -$182K -6,791 -2%
Truist Financial
111
Truist Financial
North Carolina
$9.91M -$25K -936 -0.3%
FPCP
112
Fort Point Capital Partners
California
$9.53M +$296K +11,058 +3%
MT
113
Midwest Trust
Kansas
$9.18M -$6.82K -255 -0.1%
BAMG
114
Brand Asset Management Group
Missouri
$9.15M +$2.98M +111,357 +51%
WT
115
Whittier Trust
California
$9.1M +$150K +5,612 +2%
IWC
116
Integrated Wealth Concepts
Massachusetts
$9.05M -$525K -19,624 -6%
PIMG
117
Patriot Investment Management Group
Tennessee
$8.83M -$30.9K -1,155 -0.4%
CFMC
118
Curbstone Financial Management Corp
New Hampshire
$8.83M -$21.1K -790 -0.2%
DWM
119
Diversify Wealth Management
Utah
$8.6M -$70K -2,617 -0.8%
SWA
120
Stratos Wealth Advisors
Ohio
$8.52M -$284K -10,614 -3%
AIM
121
Athena Investment Management
California
$8.44M -$486K -18,168 -6%
MFC
122
Morris Financial Concepts
South Carolina
$8.38M +$235K +8,789 +3%
TRCT
123
Tower Research Capital (TRC)
New York
$8.36M -$7.41M -276,960 -48%
CP
124
Creekside Partners
California
$8.32M -$138K -5,156 -2%
SFA
125
Sequoia Financial Advisors
Ohio
$8.31M +$527K +19,709 +7%