We are live on ! Find out more
SCHA icon

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
SIC
126
Salem Investment Counselors
North Carolina
$8.27M +$153K +5,706 +2%
SS
127
Sunbelt Securities
Texas
$8.24M +$300K +11,228 +4%
CRC
128
Curi RMB Capital
Illinois
$8.17M -$1.19M -44,438 -13%
State Farm Mutual Automobile Insurance
129
State Farm Mutual Automobile Insurance
Illinois
$8.11M +$6.21M +232,056 +395%
BFG
130
Bouchey Financial Group
New York
$8.09M -$96.5K -3,610 -1%
HWM
131
HB Wealth Management
Georgia
$8.03M +$257K +9,601 +3%
TYCC
132
Texas Yale Capital Corp
Florida
$8.01M +$275K +10,293 +4%
WTC
133
WhitTier Trust Company
Nevada
$7.98M +$16.7K +625 +0.2%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$7.96M +$859K +32,123 +13%
BFG
135
Bleakley Financial Group
New Jersey
$7.73M +$138K +5,162 +2%
CFGSD
136
Compass Financial Group (South Dakota)
South Dakota
$7.7M +$142K +5,296 +2%
UCFA
137
United Capital Financial Advisors
Texas
$7.7M -$523K -19,552 -7%
KCPG
138
Kavar Capital Partners Group
Kansas
$7.31M +$479K +17,932 +7%
HFS
139
Horizon Financial Services
North Carolina
$7.24M +$447K +16,712 +7%
FF
140
Friedenthal Financial
New Jersey
$7.17M +$196K +7,320 +3%
AMG
141
Asset Management Group
Connecticut
$7.13M +$20.6K +771 +0.3%
MAM
142
Marquette Asset Management
Minnesota
$7.13M -$1.47K -55 -0%
EGWAG
143
Elwood & Goetz Wealth Advisory Group
Georgia
$7.05M -$61.5K -2,299 -0.9%
ADL
144
Asset Dedication LLC
California
$7.04M -$99.5K -3,721 -1%
IAN
145
Integrated Advisors Network
Texas
$6.93M -$492K -18,406 -7%
BIA
146
Bell Investment Advisors
California
$6.93M -$9.2K -344 -0.1%
BDF
147
Black Diamond Financial
Maryland
$6.89M -$281K -10,512 -4%
Stifel Financial
148
Stifel Financial
Missouri
$6.84M -$20.9K -780 -0.3%
TIM
149
Tortoise Investment Management
New York
$6.79M -$102K -3,822 -2%
Ameriprise
150
Ameriprise
Minnesota
$6.74M -$414K -15,500 -6%