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Schwab U.S Small- Cap ETF

1,237 hedge funds and large institutions have $7.2B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 472 increasing their positions, 442 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 55

16% more funds holding in top 10

Funds holding in top 10: 5867 (+9)

7% more capital invested

Capital invested by funds: $6.7B → $7.2B (+$496M)

6% more funds holding

Funds holding: 1,1641,237 (+73)

4.73% more ownership

Funds ownership: 32.75%37.48% (+4.7%)

7% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 442

Holders
1,237
Holders Change
+73
Holders Change %
+6.27%
% of All Funds
15.05%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.82%
New
157
Increased
472
Reduced
442
Closed
55
Calls
$3.71M
Puts
Net Calls
+$3.71M
Net Calls Change
+$879K
Name Holding Trade Value Shares
Change
Change in
Stake
RI
226
Rinkey Investments
California
$4.17M -$33K -1,167 -0.8%
QCM
227
Quantinno Capital Management
New York
$4.16M +$1.92M +68,078 +87%
MMHP
228
Murphy Middleton Hinkle & Parker
Georgia
$4.13M -$1.04M -37,000 -84%
FVWA
229
Foster Victor Wealth Advisors
South Carolina
$4.13M -$122K -4,320 -3%
JDLA
230
J. Derek Lewis & Associates
California
$4.11M +$4.07M +144,171 New
IA
231
IFS Advisors
Kansas
$4.1M +$2.59M +91,730 +175%
WA
232
Wealth Architects
California
$4.08M -$7.06K -250 -0.2%
LWM
233
Lighthouse Wealth Management
Ohio
$4.07M +$16.5K +586 +0.4%
CFA
234
Churchill Financial Advisors
Kentucky
$4.06M +$4.03M +142,717 New
SA
235
Sanctuary Advisors
Indiana
$4.03M +$720K +25,514 +22%
LCM
236
Leisure Capital Management
California
$4.03M -$113K -4,003 -3%
GA
237
Gordian Advisors
Arizona
$4.01M -$8.36K -296 -0.2%
CAAM
238
Cornerstone Advisors Asset Management
Pennsylvania
$3.95M -$44.9K -1,589 -1%
GSIS
239
Global Strategic Investment Solutions
Arizona
$3.94M -$92.4K -3,273 -2%
LCM
240
Liberty Capital Management
Michigan
$3.89M +$69.2K +2,450 +2%
AWM
241
Abound Wealth Management
Tennessee
$3.87M +$19.5K +690 +0.5%
OF
242
Outfitter Financial
Maine
$3.85M -$565 -20 -0%
Koshinski Asset Management
243
Koshinski Asset Management
Illinois
$3.85M -$249K -8,805 -6%
MFP
244
Meramec Financial Planners
Missouri
$3.84M +$3.51M +124,345 New
DFA
245
DHJJ Financial Advisors
Illinois
$3.81M -$22.3K -789 -0.6%
CFA
246
Cahill Financial Advisors
Minnesota
$3.77M -$197K -6,991 -5%
PWM
247
Perigon Wealth Management
California
$3.73M +$23.4K +828 +0.6%
EFG
248
Embree Financial Group
Illinois
$3.72M -$267K -9,467 -7%
FFP
249
Frisco Financial Planning
Texas
$3.65M +$115K +4,076 +3%
VFS
250
Valpey Financial Services
New Hampshire
$3.64M -$76.2K -2,698 -2%