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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
ML
326
McAdam LLC
Pennsylvania
$2.46M
JPLA
327
Joseph P. Lucia & Associates
New York
$2.44M
JFG
328
Juno Financial Group
Virginia
$2.43M
DCM
329
Dorato Capital Management
Colorado
$2.42M
FWA
330
FSM Wealth Advisors
Ohio
$2.41M
MF
331
Midwestern Financial
Iowa
$2.38M
IA
332
IF Advisors
Texas
$2.37M
FPAS
333
Focus Partners Advisor Solutions
Missouri
$2.36M
LFG
334
Larson Financial Group
Missouri
$2.36M
SAI
335
Savvy Advisors Inc
New York
$2.35M
WAP
336
Wealthcare Advisory Partners
Pennsylvania
$2.32M
BCI
337
Brinker Capital Investments
Pennsylvania
$2.31M
MAWAG
338
Mid-American Wealth Advisory Group
Missouri
$2.3M
AIM
339
Aspen Investment Management
Michigan
$2.3M
CW
340
Code Waechter
Florida
$2.29M
CWA
341
Consilium Wealth Advisory
Texas
$2.28M
ACG
342
Allen Capital Group
Nebraska
$2.27M
CM
343
Columbus Macro
Pennsylvania
$2.26M
CG
344
Caprock Group
Idaho
$2.26M
PIA
345
Panoramic Investment Advisors
Colorado
$2.25M
AIS
346
American Investment Services
Massachusetts
$2.23M
AWE
347
Avidian Wealth Enterprises
Texas
$2.23M
BFA
348
Bluestem Financial Advisors
Illinois
$2.22M
SFMG
349
Sage Financial Management Group
Virginia
$2.2M
Bank of Montreal
350
Bank of Montreal
Ontario, Canada
$2.16M