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Schwab U.S Small- Cap ETF

1,203 hedge funds and large institutions have $7.23B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 467 increasing their positions, 436 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% more funds holding

Funds holding: 1,1541,203 (+49)

7% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 436

Holders
1,203
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.71M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFS Advisors
Kansas
$4.1M
WA
227
Wealth Architects
California
$4.08M
LWM
228
Lighthouse Wealth Management
Ohio
$4.07M
CFA
229
Churchill Financial Advisors
Kentucky
$4.06M
SA
230
Sanctuary Advisors
Indiana
$4.03M
LCM
231
Leisure Capital Management
California
$4.03M
GA
232
Gordian Advisors
Arizona
$4.01M
CAAM
233
Cornerstone Advisors Asset Management
Pennsylvania
$3.95M
GSIS
234
Global Strategic Investment Solutions
Arizona
$3.94M
LCM
235
Liberty Capital Management
Michigan
$3.89M
AWM
236
Abound Wealth Management
Tennessee
$3.87M
OF
237
Outfitter Financial
Maine
$3.85M
Koshinski Asset Management
238
Koshinski Asset Management
Illinois
$3.85M
MFP
239
Meramec Financial Planners
Missouri
$3.84M
DFA
240
DHJJ Financial Advisors
Illinois
$3.81M
CFA
241
Cahill Financial Advisors
Minnesota
$3.77M
PWM
242
Perigon Wealth Management
California
$3.73M
EFG
243
Embree Financial Group
Illinois
$3.72M
SM
244
Sensible Money
Arizona
$3.64M
PP
245
Patten & Patten
Tennessee
$3.64M
NDSI
246
Newman Dignan & Sheerar Inc
Rhode Island
$3.63M
DI
247
Diligent Investors
California
$3.6M
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$3.58M
TCM
249
Tradewinds Capital Management
Washington
$3.58M
UAG
250
United Advisor Group
Ohio
$3.57M