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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
1IA
301
1834 Investment Advisors
Wisconsin
$2.78M
CMBA
302
C.M. Bidwell & Associates
Hawaii
$2.76M
SFG
303
Sunburst Financial Group
Alabama
$2.75M
FGC
304
First Growth Capital
Maryland
$2.71M
SWM
305
SeaCrest Wealth Management
New York
$2.7M
PMG
306
ProVise Management Group
Florida
$2.69M
IRC
307
Investors Research Corp
Georgia
$2.67M
PGFC
308
Peapack-Gladstone Financial Corp
New Jersey
$2.64M
SEIA
309
Signature Estate & Investment Advisors
California
$2.64M
IWMA
310
Ironwood Wealth Management (Arizona)
Arizona
$2.62M
AO
311
Advisor OS
Illinois
$2.61M
NFG
312
Northeast Financial Group
Pennsylvania
$2.58M
CA
313
Centerpoint Advisors
Massachusetts
$2.56M
MS
314
Madden Securities
Texas
$2.56M
RWP
315
Revolve Wealth Partners
New Jersey
$2.54M
IC
316
IEQ Capital
California
$2.54M
LKBC
317
L.K. Benson & Company
Maryland
$2.53M
BI
318
Breachway Investments
Rhode Island
$2.52M
Comerica Bank
319
Comerica Bank
Texas
$2.51M
MMCM
320
Murphy & Mullick Capital Management
New York
$2.49M
EH
321
Equitable Holdings
New York
$2.48M
ISWM
322
Independent Solutions Wealth Management
New York
$2.48M
FCM
323
Firestone Capital Management
Florida
$2.48M
William Blair & Company
324
William Blair & Company
Illinois
$2.47M
WCM
325
Winthrop Capital Management
Indiana
$2.46M