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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
IAS
201
Integrity Advisory Solutions
Texas
$4.89M
CWM
202
Chesapeake Wealth Management
Virginia
$4.86M
AWM
203
Apollon Wealth Management
South Carolina
$4.79M
VAF
204
Values Added Financial
District of Columbia
$4.74M
AIM
205
Anchor Investment Management
South Carolina
$4.73M
KF
206
K2 Financial
California
$4.58M
ULWM
207
Upper Left Wealth Management
Florida
$4.54M
CFG
208
Certior Financial Group
Pennsylvania
$4.41M
FA
209
FF Advisors
California
$4.4M
RA
210
Riversedge Advisors
Delaware
$4.39M
AAS
211
Asset Allocation Strategies
Michigan
$4.36M
CWG
212
Cornerstone Wealth Group
North Carolina
$4.35M
MBI
213
May Barnhard Investments
Maryland
$4.35M
RI
214
Rinkey Investments
California
$4.11M
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$4.09M
LCM
216
Leisure Capital Management
California
$4.06M
Koshinski Asset Management
217
Koshinski Asset Management
Illinois
$4.02M
WA
218
Wealth Architects
California
$4.01M
WA
219
WBH Advisory
Maryland
$3.98M
AQR Capital Management
220
AQR Capital Management
Connecticut
$3.97M
LWM
221
Lighthouse Wealth Management
Ohio
$3.97M
PAI
222
Pittenger & Anderson Inc
Nebraska
$3.95M
GSIS
223
Global Strategic Investment Solutions
Arizona
$3.95M
FVWA
224
Foster Victor Wealth Advisors
South Carolina
$3.94M
WCM
225
Weaver Capital Management
Georgia
$3.94M