SCHA icon

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
AFP
176
Ausdal Financial Partners
Iowa
$5.37M
MWM
177
Mission Wealth Management
California
$5.37M
CFGA
178
Cambridge Financial Group (Arizona)
Arizona
$5.35M
ECM
179
Evergreen Capital Management
Washington
$5.32M
ATWA
180
Arbor Trust Wealth Advisors
Michigan
$5.29M
PAG
181
Powers Advisory Group
Illinois
$5.26M
JJBC
182
James J. Burns & Company
New York
$5.23M
DCM
183
Davis Capital Management
Florida
$5.16M
BBPWM
184
Blue Bell Private Wealth Management
Pennsylvania
$5.13M
ASN
185
Advisory Services Network
Georgia
$5.1M
BA
186
Ballast Advisors
Minnesota
$5.09M
FFG
187
Floyd Financial Group
Missouri
$5.08M
WMWM
188
Wilkins Miller Wealth Management
Alabama
$5.08M
PWM
189
Pinnacle Wealth Management
California
$5.08M
CIC
190
Cutler Investment Counsel
Oregon
$5.07M
NA
191
NewEdge Advisors
Louisiana
$5.07M
OCG
192
Opus Capital Group
Ohio
$5.05M
CAL
193
Capital Analysts LLC
Pennsylvania
$4.96M
Wealthfront Advisers
194
Wealthfront Advisers
California
$4.94M
CAM
195
Cresset Asset Management
Illinois
$4.92M
PL
196
Plancorp LLC
Missouri
$4.9M
M1FG
197
Mach-1 Financial Group
Arkansas
$4.89M
IAS
198
Integrity Advisory Solutions
Texas
$4.89M
CWM
199
Chesapeake Wealth Management
Virginia
$4.86M
AWM
200
Apollon Wealth Management
South Carolina
$4.79M