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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
ISWM
326
Independent Solutions Wealth Management
New York
$2.48M
FCM
327
Firestone Capital Management
Florida
$2.48M
William Blair & Company
328
William Blair & Company
Illinois
$2.47M
WCM
329
Winthrop Capital Management
Indiana
$2.46M
ML
330
McAdam LLC
Pennsylvania
$2.46M
JPLA
331
Joseph P. Lucia & Associates
New York
$2.44M
JFG
332
Juno Financial Group
Virginia
$2.43M
DCM
333
Dorato Capital Management
Colorado
$2.42M
FWA
334
FSM Wealth Advisors
Ohio
$2.41M
MF
335
Midwestern Financial
Iowa
$2.38M
IA
336
IF Advisors
Texas
$2.37M
FPAS
337
Focus Partners Advisor Solutions
Missouri
$2.36M
LFG
338
Larson Financial Group
Missouri
$2.36M
SAI
339
Savvy Advisors Inc
New York
$2.35M
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$2.32M
BCI
341
Brinker Capital Investments
Pennsylvania
$2.31M
MAWAG
342
Mid-American Wealth Advisory Group
Missouri
$2.3M
AIM
343
Aspen Investment Management
Michigan
$2.3M
CW
344
Code Waechter
Florida
$2.29M
CWA
345
Consilium Wealth Advisory
Texas
$2.28M
ACG
346
Allen Capital Group
Nebraska
$2.27M
CM
347
Columbus Macro
Pennsylvania
$2.26M
CG
348
Caprock Group
Idaho
$2.26M
PIA
349
Panoramic Investment Advisors
Colorado
$2.25M
AIS
350
American Investment Services
Massachusetts
$2.23M