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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
LBC
276
Lowe Brockenbrough & Co
Virginia
$3.18M
VCM
277
Vision Capital Management
Oregon
$3.13M
LF
278
Lee Financial
Texas
$3.12M
WIA
279
World Investment Advisors
California
$3.12M
UBS AM
280
UBS AM
Illinois
$3.08M
SC
281
Sykon Capital
New York
$3.08M
STA
282
Smith Thornton Advisors
Alabama
$3.04M
FG
283
Foster Group
Iowa
$3.03M
GRP
284
Global Retirement Partners
California
$3.02M
MI
285
Moneywise Inc
Virginia
$3.01M
ACM
286
Arcataur Capital Management
Wisconsin
$3M
PA
287
Pinnacle Associates
New York
$3M
CNFG
288
Creegan & Nassoura Financial Group
New Hampshire
$2.98M
AIA
289
Accelerate Investment Advisors
California
$2.98M
PFM
290
Phillips Financial Management
Indiana
$2.97M
EFP
291
Elser Financial Planning
Indiana
$2.97M
NB
292
NBT Bank
New York
$2.97M
GPFA
293
Game Plan Financial Advisors
Ohio
$2.96M
EW
294
Element Wealth
Mississippi
$2.94M
LIM
295
Leavell Investment Management
Alabama
$2.94M
AOWM
296
Alpha Omega Wealth Management
Virginia
$2.94M
PNC Financial Services Group
297
PNC Financial Services Group
Pennsylvania
$2.91M
WP
298
WealthShield Partners
North Carolina
$2.89M
PAYA
299
Phil A. Younker & Associates
Alaska
$2.88M
CFG
300
Citizens Financial Group
Rhode Island
$2.87M