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Schwab U.S Small- Cap ETF

1,148 hedge funds and large institutions have $6.69B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 411 increasing their positions, 471 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:

2.07% less ownership

Funds ownership: 34.74%32.68% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 471

Holders
1,148
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
AF
156
Allworth Financial
California
$6.31M
SCP
157
Stevens Capital Partners
Nebraska
$6.12M
BWM
158
Bernard Wealth Management
Michigan
$6.11M
BWM
159
Brown Wealth Management
Illinois
$6.04M
MM
160
Meridian Management
Arkansas
$6.02M
FLFS
161
Family Legacy Financial Solutions
North Carolina
$6.02M
GC
162
Garde Capital
Washington
$5.96M
FTUS
163
Flow Traders U.S.
New York
$5.79M
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$5.79M
CCM
165
Chilton Capital Management
Texas
$5.74M
LPAM
166
Lodestar Private Asset Management
California
$5.72M
FTS
167
Fifth Third Securities
Ohio
$5.68M
OWM
168
Orgel Wealth Management
Wisconsin
$5.68M
GPFA
169
Game Plan Financial Advisors
Ohio
$5.65M
GPA
170
Guerra Pan Advisors
New Jersey
$5.6M
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$5.6M
NF
172
Nikulski Financial
Iowa
$5.46M
VFIC
173
Valley Forge Investment Consultants
Pennsylvania
$5.46M
FCM
174
Fortis Capital Management
Washington
$5.45M
BWM
175
BCS Wealth Management
Tennessee
$5.44M