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Schwab U.S Small- Cap ETF

1,165 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 89 funds opening new positions, 418 increasing their positions, 476 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $6.04B → $6.7B (+$665M)

9% more funds holding in top 10

Funds holding in top 10: 5358 (+5)

2% more funds holding

Funds holding: 1,1371,165 (+28)

2.05% less ownership

Funds ownership: 34.8%32.75% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 476

Holders
1,165
Holders Change
+28
Holders Change %
+2.46%
% of All Funds
15.29%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.76%
New
89
Increased
418
Reduced
476
Closed
37
Calls
$2.83M
Puts
Net Calls
+$2.83M
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$954M +$20.4M +761,532 +2%
Bank of America
2
Bank of America
North Carolina
$482M -$46.5M -1,738,326 -9%
SEI Investments
3
SEI Investments
Pennsylvania
$410M -$21.1M -790,589 -5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$146M +$7.95M +297,189 +6%
Financial Engines Advisors
5
Financial Engines Advisors
California
$139M -$13M -487,594 -9%
Creative Planning
6
Creative Planning
Kansas
$131M -$305K -11,396 -0.2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$127M -$2.75M -102,915 -2%
UBS Group
8
UBS Group
Switzerland
$114M +$7.26M +271,629 +7%
AA
9
Advisory Alpha
Michigan
$113M +$9.27M +346,784 +9%
Cerity Partners
10
Cerity Partners
New York
$105M -$3.05M -113,924 -3%
HighTower Advisors
11
HighTower Advisors
Illinois
$83.8M +$3.11M +116,483 +4%
Mariner
12
Mariner
Kansas
$79.3M +$145K +5,414 +0.2%
LPL Financial
13
LPL Financial
California
$68.6M +$917K +34,287 +1%
SCM
14
Steele Capital Management
Iowa
$63.1M -$570K -21,327 -0.9%
VIA
15
Vantagepoint Investment Advisers
District of Columbia
$58.4M +$56M +2,092,621 New
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$57.5M -$3.79M -141,688 -6%
MGIA
17
Moneta Group Investment Advisors
Missouri
$54.6M +$1.3M +48,679 +3%
Morgan Stanley
18
Morgan Stanley
New York
$53.7M +$342K +12,783 +0.7%
SIM
19
Sims Investment Management
Ohio
$51.8M +$528K +19,759 +1%
SC
20
Savant Capital
Illinois
$45.2M +$1.35M +50,562 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$43.3M -$38.1M -1,425,286 -48%
Betterment LLC
22
Betterment LLC
New York
$42.8M -$481K -17,989 -1%
Goldman Sachs
23
Goldman Sachs
New York
$41.9M -$1.78M -66,679 -4%
CA
24
CoreCap Advisors
Michigan
$41.3M +$2.09M +78,074 +6%
Osaic Holdings
25
Osaic Holdings
Arizona
$40.3M +$9.14M +341,814 +31%