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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
DI
251
Diligent Investors
California
$3.6M
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$3.58M
TCM
253
Tradewinds Capital Management
Washington
$3.58M
UAG
254
United Advisor Group
Ohio
$3.57M
VA
255
Valmark Advisers
Ohio
$3.57M
CAG
256
Csenge Advisory Group
Florida
$3.56M
GG
257
Gleason Group
Kentucky
$3.55M
BP
258
Broadleaf Partners
Ohio
$3.54M
DWM
259
Destination Wealth Management
California
$3.52M
CB
260
Community Bank
New York
$3.51M
CWG
261
Cornerstone Wealth Group
North Carolina
$3.48M
VT
262
Vise Technologies
New York
$3.44M
WETS
263
Wealth Enhancement Trust Services
South Dakota
$3.44M
NCM
264
Next Capital Management
New York
$3.39M
KHC
265
Koesten Hirschmann & Crabtree
Kansas
$3.38M
AC
266
AlphaCore Capital
California
$3.38M
ACA
267
Aptus Capital Advisors
Alabama
$3.37M
PAI
268
Pittenger & Anderson Inc
Nebraska
$3.37M
VNA
269
Valley National Advisers
Pennsylvania
$3.37M
TSWM
270
Triangle Securities Wealth Management
North Carolina
$3.33M
HSA
271
HBK Sorce Advisory
Pennsylvania
$3.3M
BCM
272
Boltwood Capital Management
California
$3.26M
CG
273
Cynosure Group
Utah
$3.24M
Natixis Advisors
274
Natixis Advisors
Massachusetts
$3.22M
PFWA
275
Paces Ferry Wealth Advisors
Georgia
$3.19M