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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
CAG
351
Compass Advisory Group
New York
$2.15M
RSWM
352
Robertson Stephens Wealth Management
California
$2.14M
CA
353
Clearstead Advisors
Ohio
$2.14M
TWG
354
The Wealth Group
Minnesota
$2.14M
CH
355
CDKV Holdings
Colorado
$2.09M
AAS
356
Ameritas Advisory Services
Nebraska
$2.08M
JWA
357
JFS Wealth Advisors
Pennsylvania
$2.07M
VVP
358
Venture Visionary Partners
Ohio
$2.07M
DP
359
Denver PWM
Colorado
$2.06M
WF
360
Whelan Financial
California
$2.06M
SAM
361
Smithbridge Asset Management
Pennsylvania
$2.06M
MFT
362
Moisand Fitzgerald Tamayo
Florida
$2.04M
SP
363
SWS Partners
Ohio
$2.03M
FFG
364
Fortune Financial Group
Florida
$2.02M
EFG
365
Everhart Financial Group
Ohio
$2.01M
SFWA
366
Summit Financial Wealth Advisors
Louisiana
$1.99M
NHC
367
Nicholas Hoffman & Company
Georgia
$1.99M
TRCT
368
Tower Research Capital (TRC)
New York
$1.97M
ATPW
369
Ashton Thomas Private Wealth
Arizona
$1.94M
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$1.94M
BCWM
371
Bartlett & Co Wealth Management
Ohio
$1.92M
DWM
372
Dakota Wealth Management
Florida
$1.91M
OPWM
373
Oakwell Private Wealth Management
Texas
$1.9M
MWP
374
Moller Wealth Partners
$1.9M
B
375
Bailard
California
$1.89M