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Schwab U.S Small- Cap ETF

1,204 hedge funds and large institutions have $7.24B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 138 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: 1,1541,204 (+50)

7% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 436

Holders
1,204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
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
WCM
326
Winthrop Capital Management
Indiana
$2.46M
ML
327
McAdam LLC
Pennsylvania
$2.46M
JPLA
328
Joseph P. Lucia & Associates
New York
$2.44M
JFG
329
Juno Financial Group
Virginia
$2.43M
DCM
330
Dorato Capital Management
Colorado
$2.42M
FWA
331
FSM Wealth Advisors
Ohio
$2.41M
MF
332
Midwestern Financial
Iowa
$2.38M
IA
333
IF Advisors
Texas
$2.37M
FPAS
334
Focus Partners Advisor Solutions
Missouri
$2.36M
LFG
335
Larson Financial Group
Missouri
$2.36M
SAI
336
Savvy Advisors Inc
New York
$2.35M
WAP
337
Wealthcare Advisory Partners
Pennsylvania
$2.32M
BCI
338
Brinker Capital Investments
Pennsylvania
$2.31M
MAWAG
339
Mid-American Wealth Advisory Group
Missouri
$2.3M
AIM
340
Aspen Investment Management
Michigan
$2.3M
CW
341
Code Waechter
Florida
$2.29M
CWA
342
Consilium Wealth Advisory
Texas
$2.28M
ACG
343
Allen Capital Group
Nebraska
$2.27M
CM
344
Columbus Macro
Pennsylvania
$2.26M
CG
345
Caprock Group
Idaho
$2.26M
PIA
346
Panoramic Investment Advisors
Colorado
$2.25M
AIS
347
American Investment Services
Massachusetts
$2.23M
AWE
348
Avidian Wealth Enterprises
Texas
$2.23M
BFA
349
Bluestem Financial Advisors
Illinois
$2.22M
SFMG
350
Sage Financial Management Group
Virginia
$2.2M