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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
VAF
201
Values Added Financial
District of Columbia
$4.74M
AIM
202
Anchor Investment Management
South Carolina
$4.73M
KF
203
K2 Financial
California
$4.58M
ULWM
204
Upper Left Wealth Management
Florida
$4.54M
CFG
205
Certior Financial Group
Pennsylvania
$4.41M
FA
206
FF Advisors
California
$4.4M
RA
207
Riversedge Advisors
Delaware
$4.39M
AAS
208
Asset Allocation Strategies
Michigan
$4.36M
CWG
209
Cornerstone Wealth Group
North Carolina
$4.35M
MBI
210
May Barnhard Investments
Maryland
$4.35M
RI
211
Rinkey Investments
California
$4.11M
OSAM
212
O'Shaughnessy Asset Management
Connecticut
$4.09M
LCM
213
Leisure Capital Management
California
$4.06M
Koshinski Asset Management
214
Koshinski Asset Management
Illinois
$4.02M
WA
215
Wealth Architects
California
$4.01M
WA
216
WBH Advisory
Maryland
$3.98M
AQR Capital Management
217
AQR Capital Management
Connecticut
$3.97M
LWM
218
Lighthouse Wealth Management
Ohio
$3.97M
PAI
219
Pittenger & Anderson Inc
Nebraska
$3.95M
GSIS
220
Global Strategic Investment Solutions
Arizona
$3.95M
FVWA
221
Foster Victor Wealth Advisors
South Carolina
$3.94M
WCM
222
Weaver Capital Management
Georgia
$3.94M
GA
223
Gordian Advisors
Arizona
$3.94M
William Blair & Company
224
William Blair & Company
Illinois
$3.92M
CAAM
225
Cornerstone Advisors Asset Management
Pennsylvania
$3.91M