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Schwab U.S Small- Cap ETF

1,154 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 88 funds opening new positions, 413 increasing their positions, 474 reducing their positions, and 37 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: 34.77%32.71% (-2.1%)

13% less repeat investments, than reductions

Existing positions increased: 413 | Existing positions reduced: 474

Holders
1,154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
58
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
BWM
176
BCS Wealth Management
Tennessee
$5.44M
IA
177
IFP Advisors
Florida
$5.42M
MWM
178
Modera Wealth Management
New Jersey
$5.42M
AFG
179
Atomi Financial Group
New York
$5.39M
AFP
180
Ausdal Financial Partners
Iowa
$5.37M
MWM
181
Mission Wealth Management
California
$5.37M
CFGA
182
Cambridge Financial Group (Arizona)
Arizona
$5.35M
ECM
183
Evergreen Capital Management
Washington
$5.32M
ATWA
184
Arbor Trust Wealth Advisors
Michigan
$5.29M
PAG
185
Powers Advisory Group
Illinois
$5.26M
JJBC
186
James J. Burns & Company
New York
$5.23M
DCM
187
Davis Capital Management
Florida
$5.16M
BBPWM
188
Blue Bell Private Wealth Management
Pennsylvania
$5.13M
ASN
189
Advisory Services Network
Georgia
$5.1M
BA
190
Ballast Advisors
Minnesota
$5.09M
FFG
191
Floyd Financial Group
Missouri
$5.08M
WMWM
192
Wilkins Miller Wealth Management
Alabama
$5.08M
PWM
193
Pinnacle Wealth Management
California
$5.08M
CIC
194
Cutler Investment Counsel
Oregon
$5.07M
NA
195
NewEdge Advisors
Louisiana
$5.07M
OCG
196
Opus Capital Group
Ohio
$5.05M
CAL
197
Capital Analysts LLC
Pennsylvania
$4.96M
Wealthfront Advisers
198
Wealthfront Advisers
California
$4.94M
PL
199
Plancorp LLC
Missouri
$4.9M
M1FG
200
Mach-1 Financial Group
Arkansas
$4.89M