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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
CG
276
Cynosure Group
Utah
$3.24M +$251K +8,877 +8%
Natixis Advisors
277
Natixis Advisors
Massachusetts
$3.22M +$247K +8,760 +8%
PFWA
278
Paces Ferry Wealth Advisors
Georgia
$3.19M -$53.1K -1,880 -2%
LBC
279
Lowe Brockenbrough & Co
Virginia
$3.18M -$147K -5,201 -4%
VCM
280
Vision Capital Management
Oregon
$3.13M -$73.8K -2,612 -2%
LF
281
Lee Financial
Texas
$3.12M +$27.8K +984 +0.9%
WIA
282
World Investment Advisors
California
$3.12M +$1.4M +49,727 +83%
UBS AM
283
UBS AM
Illinois
$3.08M +$3.05M +108,159 New
SC
284
Sykon Capital
New York
$3.08M +$76.4K +2,705 +3%
STA
285
Smith Thornton Advisors
Alabama
$3.04M +$52.2K +1,848 +2%
FG
286
Foster Group
Iowa
$3.03M +$79.5K +2,816 +3%
GRP
287
Global Retirement Partners
California
$3.02M +$1.49M +52,876 +99%
MI
288
Moneywise Inc
Virginia
$3.01M -$893K -31,633 -23%
ACM
289
Arcataur Capital Management
Wisconsin
$3M -$66K -2,339 -2%
PA
290
Pinnacle Associates
New York
$3M -$82.2K -2,910 -3%
CNFG
291
Creegan & Nassoura Financial Group
New Hampshire
$2.98M -$93.2K -3,300 -3%
AIA
292
Accelerate Investment Advisors
California
$2.98M +$130K +4,615 +5%
PFM
293
Phillips Financial Management
Indiana
$2.97M -$316K -11,173 -10%
EFP
294
Elser Financial Planning
Indiana
$2.97M -$77.6K -2,747 -3%
NB
295
NBT Bank
New York
$2.97M -$54.3K -1,923 -2%
GPFA
296
Game Plan Financial Advisors
Ohio
$2.96M -$2.78M -98,413 -49%
EW
297
Element Wealth
Mississippi
$2.94M -$20.6K -729 -0.7%
LIM
298
Leavell Investment Management
Alabama
$2.94M -$38.5K -1,365 -1%
AOWM
299
Alpha Omega Wealth Management
Virginia
$2.94M +$6.41K +227 +0.2%
PNC Financial Services Group
300
PNC Financial Services Group
Pennsylvania
$2.91M +$1.83M +64,927 +175%