We are live on
!
Find out more
Schwab U.S Small- Cap ETF
SCHA
SCHA
1,238 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 158 funds opening new positions, 472 increasing their positions, 442 reducing their positions, and 55 closing their positions.
New
Increased
Maintained
Reduced
Closed
187% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 55
16% more funds holding in top 10
Funds holding in top 10: 58 → 67 (+9)
7% more capital invested
Capital invested by funds: $6.7B → $7.2B (+$496M)
6% more funds holding
Funds holding: 1,164 → 1,238 (+74)
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
1,238
Holders Change
+74
Holders Change %
+6.36%
% of All Funds
15.06%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.81%
New
158
Increased
472
Reduced
442
Closed
55
Calls
$3.71M
Puts
–
Net Calls
+$3.71M
Net Calls Change
+$879K
Top Buyers
| 1 |
Corient Private Wealth
Miami,
Florida
|
+$105M |
| 2 |
RWM
RMG Wealth Management
Platteville,
Wisconsin
|
+$103M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$59.6M |
| 4 |
FI
FIDELIS iM
Medford,
Oregon
|
+$18.7M |
| 5 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$11.9M |
