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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 157 funds opening new positions, 472 increasing their positions, 442 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 157 | 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: 1,1651,238 (+73)

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
+73
Holders Change %
+6.27%
% 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
0.81%
New
157
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
CM
351
Columbus Macro
Pennsylvania
$2.26M +$92.5K +3,277 +4%
CG
352
Caprock Group
Idaho
$2.26M -$569K -20,146 -20%
PIA
353
Panoramic Investment Advisors
Colorado
$2.25M -$19.5K -691 -0.9%
AIS
354
American Investment Services
Massachusetts
$2.23M -$22.7K -804 -1%
AWE
355
Avidian Wealth Enterprises
Texas
$2.23M +$2.51K +89 +0.1%
BFA
356
Bluestem Financial Advisors
Illinois
$2.22M -$83.2K -2,947 -4%
SFMG
357
Sage Financial Management Group
Virginia
$2.2M +$15.3K +542 +0.7%
Bank of Montreal
358
Bank of Montreal
Ontario, Canada
$2.16M -$9.18K -325 -0.4%
CAG
359
Compass Advisory Group
New York
$2.15M -$10.3K -364 -0.5%
RSWM
360
Robertson Stephens Wealth Management
California
$2.14M +$1.18M +41,869 +126%
CA
361
Clearstead Advisors
Ohio
$2.14M -$10.5K -372 -0.5%
TWG
362
The Wealth Group
Minnesota
$2.14M -$68.3K -2,418 -3%
CH
363
CDKV Holdings
Colorado
$2.09M +$2.07M +73,273 New
AAS
364
Ameritas Advisory Services
Nebraska
$2.08M +$1.21M +42,908 +142%
JWA
365
JFS Wealth Advisors
Pennsylvania
$2.07M +$51.2K +1,814 +3%
VVP
366
Venture Visionary Partners
Ohio
$2.07M +$31.5K +1,117 +2%
DP
367
Denver PWM
Colorado
$2.06M
WF
368
Whelan Financial
California
$2.06M -$9.83K -348 -0.5%
SAM
369
Smithbridge Asset Management
Pennsylvania
$2.06M +$1M +35,588 +97%
MFT
370
Moisand Fitzgerald Tamayo
Florida
$2.04M -$42.7K -1,513 -2%
SP
371
SWS Partners
Ohio
$2.03M -$10K -354 -0.5%
FFG
372
Fortune Financial Group
Florida
$2.02M +$1.99M +70,556 New
EFG
373
Everhart Financial Group
Ohio
$2.01M -$202K -7,158 -9%
SFWA
374
Summit Financial Wealth Advisors
Louisiana
$1.99M +$112K +3,962 +6%
NHC
375
Nicholas Hoffman & Company
Georgia
$1.99M +$35.5K +1,258 +2%