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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
VA
251
Valmark Advisers
Ohio
$3.57M
CAG
252
Csenge Advisory Group
Florida
$3.56M
GG
253
Gleason Group
Kentucky
$3.55M
BP
254
Broadleaf Partners
Ohio
$3.54M
DWM
255
Destination Wealth Management
California
$3.52M
CB
256
Community Bank
New York
$3.51M
CWG
257
Cornerstone Wealth Group
North Carolina
$3.48M
VT
258
Vise Technologies
New York
$3.44M
WETS
259
Wealth Enhancement Trust Services
South Dakota
$3.44M
NCM
260
Next Capital Management
New York
$3.39M
KHC
261
Koesten Hirschmann & Crabtree
Kansas
$3.38M
AC
262
AlphaCore Capital
California
$3.38M
ACA
263
Aptus Capital Advisors
Alabama
$3.37M
PAI
264
Pittenger & Anderson Inc
Nebraska
$3.37M
VNA
265
Valley National Advisers
Pennsylvania
$3.37M
TSWM
266
Triangle Securities Wealth Management
North Carolina
$3.33M
HSA
267
HBK Sorce Advisory
Pennsylvania
$3.3M
BCM
268
Boltwood Capital Management
California
$3.26M
CG
269
Cynosure Group
Utah
$3.24M
Natixis Advisors
270
Natixis Advisors
Massachusetts
$3.22M
PFWA
271
Paces Ferry Wealth Advisors
Georgia
$3.19M
LBC
272
Lowe Brockenbrough & Co
Virginia
$3.18M
VCM
273
Vision Capital Management
Oregon
$3.13M
LF
274
Lee Financial
Texas
$3.12M
UBS AM
275
UBS AM
Illinois
$3.08M