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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
IA
176
IFP Advisors
Florida
$5.42M
MWM
177
Modera Wealth Management
New Jersey
$5.42M
AFG
178
Atomi Financial Group
New York
$5.39M
AFP
179
Ausdal Financial Partners
Iowa
$5.37M
MWM
180
Mission Wealth Management
California
$5.37M
CFGA
181
Cambridge Financial Group (Arizona)
Arizona
$5.35M
ECM
182
Evergreen Capital Management
Washington
$5.32M
ATWA
183
Arbor Trust Wealth Advisors
Michigan
$5.29M
PAG
184
Powers Advisory Group
Illinois
$5.26M
JJBC
185
James J. Burns & Company
New York
$5.23M
DCM
186
Davis Capital Management
Florida
$5.16M
BBPWM
187
Blue Bell Private Wealth Management
Pennsylvania
$5.13M
ASN
188
Advisory Services Network
Georgia
$5.1M
BA
189
Ballast Advisors
Minnesota
$5.09M
FFG
190
Floyd Financial Group
Missouri
$5.08M
WMWM
191
Wilkins Miller Wealth Management
Alabama
$5.08M
PWM
192
Pinnacle Wealth Management
California
$5.08M
CIC
193
Cutler Investment Counsel
Oregon
$5.07M
NA
194
NewEdge Advisors
Louisiana
$5.07M
OCG
195
Opus Capital Group
Ohio
$5.05M
CAL
196
Capital Analysts LLC
Pennsylvania
$4.96M
Wealthfront Advisers
197
Wealthfront Advisers
California
$4.94M
CAM
198
Cresset Asset Management
Illinois
$4.92M
PL
199
Plancorp LLC
Missouri
$4.9M
M1FG
200
Mach-1 Financial Group
Arkansas
$4.89M