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Schwab U.S Small- Cap ETF

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: 5867 (+9)

7% more capital invested

Capital invested by funds: $6.7B → $7.2B (+$496M)

6% more funds holding

Funds holding: 1,1641,238 (+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
0.82%
New
158
Increased
472
Reduced
442
Closed
55
Calls
$3.71M
Puts
Net Calls
+$3.71M
Net Calls Change
+$879K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
326
Comerica Bank
Texas
$2.51M +$22.8K +806 +0.9%
MMCM
327
Murphy & Mullick Capital Management
New York
$2.49M -$36.3K -1,284 -1%
SIA
328
Serenity Investment Advisors
Illinois
$2.48M +$2.35M +83,099 New
EH
329
Equitable Holdings
New York
$2.48M -$40.2K -1,425 -2%
ISWM
330
Independent Solutions Wealth Management
New York
$2.48M +$46.4K +1,643 +2%
FCM
331
Firestone Capital Management
Florida
$2.48M +$117K +4,155 +5%
William Blair & Company
332
William Blair & Company
Illinois
$2.47M -$1.52M -53,778 -38%
WCM
333
Winthrop Capital Management
Indiana
$2.46M -$202K -7,138 -8%
ML
334
McAdam LLC
Pennsylvania
$2.46M -$42.8K -1,517 -2%
JPLA
335
Joseph P. Lucia & Associates
New York
$2.44M -$84.7K -3,000 -3%
JFG
336
Juno Financial Group
Virginia
$2.43M +$2.41M +85,168 New
DCM
337
Dorato Capital Management
Colorado
$2.42M +$2.25M +79,852 New
FWA
338
FSM Wealth Advisors
Ohio
$2.41M -$386K -13,652 -14%
MF
339
Midwestern Financial
Iowa
$2.38M +$314K +11,129 +15%
IA
340
IF Advisors
Texas
$2.37M +$2.35M +83,153 New
FPAS
341
Focus Partners Advisor Solutions
Missouri
$2.36M -$1.58M -55,855 -40%
LFG
342
Larson Financial Group
Missouri
$2.36M -$140K -4,947 -6%
SAI
343
Savvy Advisors Inc
New York
$2.35M +$54.7K +1,938 +2%
WAP
344
Wealthcare Advisory Partners
Pennsylvania
$2.32M -$565K -20,024 -20%
BCI
345
Brinker Capital Investments
Pennsylvania
$2.31M -$18.3K -648 -0.8%
MAWAG
346
Mid-American Wealth Advisory Group
Missouri
$2.3M +$272K +9,634 +14%
AIM
347
Aspen Investment Management
Michigan
$2.3M +$20.2K +716 +0.9%
CW
348
Code Waechter
Florida
$2.29M -$6.5K -230 -0.3%
CWA
349
Consilium Wealth Advisory
Texas
$2.28M -$2.88K -102 -0.1%
ACG
350
Allen Capital Group
Nebraska
$2.27M +$152K +5,384 +7%