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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
SF
301
Summit Financial
New Jersey
$2.86M
HG
302
Harbor Group
New Hampshire
$2.85M
BlackRock
303
BlackRock
New York
$2.82M
GFP
304
Guardian Financial Partners
California
$2.8M
1IA
305
1834 Investment Advisors
Wisconsin
$2.78M
CMBA
306
C.M. Bidwell & Associates
Hawaii
$2.76M
SFG
307
Sunburst Financial Group
Alabama
$2.75M
FGC
308
First Growth Capital
Maryland
$2.71M
SWM
309
SeaCrest Wealth Management
New York
$2.7M
PMG
310
ProVise Management Group
Florida
$2.69M
IRC
311
Investors Research Corp
Georgia
$2.67M
PGFC
312
Peapack-Gladstone Financial Corp
New Jersey
$2.64M
SEIA
313
Signature Estate & Investment Advisors
California
$2.64M
IWMA
314
Ironwood Wealth Management (Arizona)
Arizona
$2.62M
AO
315
Advisor OS
Illinois
$2.61M
NFG
316
Northeast Financial Group
Pennsylvania
$2.58M
CA
317
Centerpoint Advisors
Massachusetts
$2.56M
MS
318
Madden Securities
Texas
$2.56M
RWP
319
Revolve Wealth Partners
New Jersey
$2.54M
IC
320
IEQ Capital
California
$2.54M
LKBC
321
L.K. Benson & Company
Maryland
$2.53M
BI
322
Breachway Investments
Rhode Island
$2.52M
Comerica Bank
323
Comerica Bank
Texas
$2.51M
MMCM
324
Murphy & Mullick Capital Management
New York
$2.49M
EH
325
Equitable Holdings
New York
$2.48M