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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
GCP
151
Gill Capital Partners
Colorado
$6.67M
VCM
152
Vivaldi Capital Management
Illinois
$6.61M
MWM
153
Meridian Wealth Management
Kentucky
$6.53M
MAS
154
Meeder Advisory Services
Ohio
$6.47M
MG
155
Mather Group
Illinois
$6.44M
SCP
156
Stevens Capital Partners
Nebraska
$6.12M
BWM
157
Bernard Wealth Management
Michigan
$6.11M
BWM
158
Brown Wealth Management
Illinois
$6.04M
MM
159
Meridian Management
Arkansas
$6.02M
FLFS
160
Family Legacy Financial Solutions
North Carolina
$6.02M
FTUS
161
Flow Traders U.S.
New York
$5.79M
Rockefeller Capital Management
162
Rockefeller Capital Management
New York
$5.79M
CCM
163
Chilton Capital Management
Texas
$5.74M
LPAM
164
Lodestar Private Asset Management
California
$5.72M
FTS
165
Fifth Third Securities
Ohio
$5.68M
OWM
166
Orgel Wealth Management
Wisconsin
$5.68M
GPFA
167
Game Plan Financial Advisors
Ohio
$5.65M
GPA
168
Guerra Pan Advisors
New Jersey
$5.6M
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$5.6M
NF
170
Nikulski Financial
Iowa
$5.46M
VFIC
171
Valley Forge Investment Consultants
Pennsylvania
$5.46M
FCM
172
Fortis Capital Management
Washington
$5.45M
BWM
173
BCS Wealth Management
Tennessee
$5.44M
MWM
174
Modera Wealth Management
New Jersey
$5.42M
AFG
175
Atomi Financial Group
New York
$5.39M