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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
SC
276
Sykon Capital
New York
$3.08M
STA
277
Smith Thornton Advisors
Alabama
$3.04M
FG
278
Foster Group
Iowa
$3.03M
GRP
279
Global Retirement Partners
California
$3.02M
MI
280
Moneywise Inc
Virginia
$3.01M
ACM
281
Arcataur Capital Management
Wisconsin
$3M
PA
282
Pinnacle Associates
New York
$3M
CNFG
283
Creegan & Nassoura Financial Group
New Hampshire
$2.98M
AIA
284
Accelerate Investment Advisors
California
$2.98M
WIA
285
World Investment Advisors
California
$2.98M
PFM
286
Phillips Financial Management
Indiana
$2.97M
EFP
287
Elser Financial Planning
Indiana
$2.97M
NB
288
NBT Bank
New York
$2.97M
GPFA
289
Game Plan Financial Advisors
Ohio
$2.96M
EW
290
Element Wealth
Mississippi
$2.94M
LIM
291
Leavell Investment Management
Alabama
$2.94M
AOWM
292
Alpha Omega Wealth Management
Virginia
$2.94M
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$2.91M
WP
294
WealthShield Partners
North Carolina
$2.89M
PAYA
295
Phil A. Younker & Associates
Alaska
$2.88M
CFG
296
Citizens Financial Group
Rhode Island
$2.87M
SF
297
Summit Financial
New Jersey
$2.86M
HG
298
Harbor Group
New Hampshire
$2.85M
BlackRock
299
BlackRock
New York
$2.82M
GFP
300
Guardian Financial Partners
California
$2.8M