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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
SM
251
Sensible Money
Arizona
$3.64M +$293K +10,387 +9%
PP
252
Patten & Patten
Tennessee
$3.64M +$39.4K +1,397 +1%
NDSI
253
Newman Dignan & Sheerar Inc
Rhode Island
$3.63M -$52.4K -1,856 -1%
DI
254
Diligent Investors
California
$3.6M -$189K -6,679 -5%
Susquehanna International Group
255
Susquehanna International Group
Pennsylvania
$3.58M +$981K +34,750 +38%
TCM
256
Tradewinds Capital Management
Washington
$3.58M +$91K +3,224 +3%
UAG
257
United Advisor Group
Ohio
$3.57M +$300K +10,612 +9%
VA
258
Valmark Advisers
Ohio
$3.57M -$115K -4,060 -3%
CAG
259
Csenge Advisory Group
Florida
$3.56M +$243K +8,598 +7%
GG
260
Gleason Group
Kentucky
$3.55M +$224K +7,939 +7%
BP
261
Broadleaf Partners
Ohio
$3.54M +$1.98K +70 +0.1%
DWM
262
Destination Wealth Management
California
$3.52M -$59.6K -2,109 -2%
CB
263
Community Bank
New York
$3.51M -$56.5K -2,000 -2%
CWG
264
Cornerstone Wealth Group
North Carolina
$3.48M -$952K -33,712 -22%
VT
265
Vise Technologies
New York
$3.44M +$1.05M +37,127 +44%
WETS
266
Wealth Enhancement Trust Services
South Dakota
$3.44M +$3.41M +120,662 New
NCM
267
Next Capital Management
New York
$3.39M +$49.7K +1,759 +1%
KHC
268
Koesten Hirschmann & Crabtree
Kansas
$3.38M -$225K -7,979 -6%
AC
269
AlphaCore Capital
California
$3.38M +$44.1K +1,563 +1%
ACA
270
Aptus Capital Advisors
Alabama
$3.37M -$48.8K -1,729 -1%
PAI
271
Pittenger & Anderson Inc
Nebraska
$3.37M -$657K -23,249 -16%
VNA
272
Valley National Advisers
Pennsylvania
$3.37M +$21.6K +764 +0.6%
TSWM
273
Triangle Securities Wealth Management
North Carolina
$3.33M +$43.1K +1,528 +1%
HSA
274
HBK Sorce Advisory
Pennsylvania
$3.3M +$13.7K +486 +0.5%
BCM
275
Boltwood Capital Management
California
$3.26M +$35.2K +1,245 +1%