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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
GCP
151
Gill Capital Partners
Colorado
$6.67M -$230K -8,595 -3%
VCM
152
Vivaldi Capital Management
Illinois
$6.61M -$80.2K -3,000 -1%
MWM
153
Meridian Wealth Management
Kentucky
$6.53M -$375K -14,026 -6%
MAS
154
Meeder Advisory Services
Ohio
$6.47M +$495K +18,499 +9%
MG
155
Mather Group
Illinois
$6.44M -$21.9K -820 -0.4%
AF
156
Allworth Financial
California
$6.31M -$143K -5,336 -2%
SCP
157
Stevens Capital Partners
Nebraska
$6.12M +$392K +14,678 +7%
BWM
158
Bernard Wealth Management
Michigan
$6.11M +$47.8K +1,789 +0.8%
BWM
159
Brown Wealth Management
Illinois
$6.04M -$129K -4,814 -2%
MM
160
Meridian Management
Arkansas
$6.02M -$657K -24,580 -10%
FLFS
161
Family Legacy Financial Solutions
North Carolina
$6.02M +$679K +25,394 +13%
GC
162
Garde Capital
Washington
$5.96M +$9.92K +371 +0.2%
WF
163
Womack Financial
Texas
$5.82M +$270K +10,111 +5%
FTUS
164
Flow Traders U.S.
New York
$5.79M +$3.23M +120,968 +140%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$5.79M +$328K +12,276 +6%
CCM
166
Chilton Capital Management
Texas
$5.74M -$42.2K -1,580 -0.8%
LPAM
167
Lodestar Private Asset Management
California
$5.72M +$122K +4,555 +2%
FTS
168
Fifth Third Securities
Ohio
$5.68M +$86.8K +3,246 +2%
OWM
169
Orgel Wealth Management
Wisconsin
$5.68M -$1.14M -42,693 -17%
GPFA
170
Game Plan Financial Advisors
Ohio
$5.65M +$921K +34,453 +21%
GPA
171
Guerra Pan Advisors
New Jersey
$5.6M -$80K -2,991 -1%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$5.6M -$218K -8,157 -4%
NF
173
Nikulski Financial
Iowa
$5.46M +$105K +3,917 +2%
VFIC
174
Valley Forge Investment Consultants
Pennsylvania
$5.46M -$53.3K -1,993 -1%
FCM
175
Fortis Capital Management
Washington
$5.45M +$359K +13,413 +7%