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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
SIC
126
Salem Investment Counselors
North Carolina
$8.27M
SS
127
Sunbelt Securities
Texas
$8.24M
CRC
128
Curi RMB Capital
Illinois
$8.17M
State Farm Mutual Automobile Insurance
129
State Farm Mutual Automobile Insurance
Illinois
$8.11M
BFG
130
Bouchey Financial Group
New York
$8.09M
HWM
131
HB Wealth Management
Georgia
$8.03M
TYCC
132
Texas Yale Capital Corp
Florida
$8.01M
WTC
133
WhitTier Trust Company
Nevada
$7.98M
Fidelity Investments
134
Fidelity Investments
Massachusetts
$7.96M
BFG
135
Bleakley Financial Group
New Jersey
$7.73M
CFGSD
136
Compass Financial Group (South Dakota)
South Dakota
$7.7M
UCFA
137
United Capital Financial Advisors
Texas
$7.7M
KCPG
138
Kavar Capital Partners Group
Kansas
$7.31M
HFS
139
Horizon Financial Services
North Carolina
$7.24M
FF
140
Friedenthal Financial
New Jersey
$7.17M
AMG
141
Asset Management Group
Connecticut
$7.13M
MAM
142
Marquette Asset Management
Minnesota
$7.13M
EGWAG
143
Elwood & Goetz Wealth Advisory Group
Georgia
$7.05M
ADL
144
Asset Dedication LLC
California
$7.04M
IAN
145
Integrated Advisors Network
Texas
$6.93M
BIA
146
Bell Investment Advisors
California
$6.93M
BDF
147
Black Diamond Financial
Maryland
$6.89M
Stifel Financial
148
Stifel Financial
Missouri
$6.84M
TIM
149
Tortoise Investment Management
New York
$6.79M
Ameriprise
150
Ameriprise
Minnesota
$6.74M