SCHA icon

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
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
CAM
204
Cresset Asset Management
Illinois
$4.76M
VAF
205
Values Added Financial
District of Columbia
$4.74M
AIM
206
Anchor Investment Management
South Carolina
$4.73M
KF
207
K2 Financial
California
$4.58M
ULWM
208
Upper Left Wealth Management
Florida
$4.54M
CFG
209
Certior Financial Group
Pennsylvania
$4.41M
FA
210
FF Advisors
California
$4.4M
RA
211
Riversedge Advisors
Delaware
$4.39M
AAS
212
Asset Allocation Strategies
Michigan
$4.36M
CWG
213
Cornerstone Wealth Group
North Carolina
$4.35M
MBI
214
May Barnhard Investments
Maryland
$4.35M
NRI
215
NFP Retirement Inc
California
$4.17M
RI
216
Rinkey Investments
California
$4.11M
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$4.09M
LCM
218
Leisure Capital Management
California
$4.06M
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$4.02M
WA
220
Wealth Architects
California
$4.01M
WA
221
WBH Advisory
Maryland
$3.98M
AQR Capital Management
222
AQR Capital Management
Connecticut
$3.97M
LWM
223
Lighthouse Wealth Management
Ohio
$3.97M
PAI
224
Pittenger & Anderson Inc
Nebraska
$3.95M
GSIS
225
Global Strategic Investment Solutions
Arizona
$3.95M