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Schwab U.S Small- Cap ETF

1,220 hedge funds and large institutions have $7.18B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 468 increasing their positions, 439 reducing their positions, and 55 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 funds holding

Funds holding:

4.66% more ownership

Funds ownership: 32.71%37.37% (+4.7%)

7% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 439

Holders
1,220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
MMHP
226
Murphy Middleton Hinkle & Parker
Georgia
$4.13M
FVWA
227
Foster Victor Wealth Advisors
South Carolina
$4.13M
JDLA
228
J. Derek Lewis & Associates
California
$4.11M
IA
229
IFS Advisors
Kansas
$4.1M
WA
230
Wealth Architects
California
$4.08M
LWM
231
Lighthouse Wealth Management
Ohio
$4.07M
CFA
232
Churchill Financial Advisors
Kentucky
$4.06M
SA
233
Sanctuary Advisors
Indiana
$4.03M
LCM
234
Leisure Capital Management
California
$4.03M
GA
235
Gordian Advisors
Arizona
$4.01M
CAAM
236
Cornerstone Advisors Asset Management
Pennsylvania
$3.95M
GSIS
237
Global Strategic Investment Solutions
Arizona
$3.94M
LCM
238
Liberty Capital Management
Michigan
$3.89M
AWM
239
Abound Wealth Management
Tennessee
$3.87M
OF
240
Outfitter Financial
Maine
$3.85M
Koshinski Asset Management
241
Koshinski Asset Management
Illinois
$3.85M
MFP
242
Meramec Financial Planners
Missouri
$3.84M
DFA
243
DHJJ Financial Advisors
Illinois
$3.81M
CFA
244
Cahill Financial Advisors
Minnesota
$3.77M
PWM
245
Perigon Wealth Management
California
$3.73M
EFG
246
Embree Financial Group
Illinois
$3.72M
VFS
247
Valpey Financial Services
New Hampshire
$3.64M
SM
248
Sensible Money
Arizona
$3.64M
PP
249
Patten & Patten
Tennessee
$3.64M
NDSI
250
Newman Dignan & Sheerar Inc
Rhode Island
$3.63M