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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
AWE
351
Avidian Wealth Enterprises
Texas
$2.23M
BFA
352
Bluestem Financial Advisors
Illinois
$2.22M
SFMG
353
Sage Financial Management Group
Virginia
$2.2M
Bank of Montreal
354
Bank of Montreal
Ontario, Canada
$2.16M
CAG
355
Compass Advisory Group
New York
$2.15M
RSWM
356
Robertson Stephens Wealth Management
California
$2.14M
CA
357
Clearstead Advisors
Ohio
$2.14M
TWG
358
The Wealth Group
Minnesota
$2.14M
CH
359
CDKV Holdings
Colorado
$2.09M
AAS
360
Ameritas Advisory Services
Nebraska
$2.08M
JWA
361
JFS Wealth Advisors
Pennsylvania
$2.07M
VVP
362
Venture Visionary Partners
Ohio
$2.07M
DP
363
Denver PWM
Colorado
$2.06M
WF
364
Whelan Financial
California
$2.06M
SAM
365
Smithbridge Asset Management
Pennsylvania
$2.06M
MFT
366
Moisand Fitzgerald Tamayo
Florida
$2.04M
SP
367
SWS Partners
Ohio
$2.03M
FFG
368
Fortune Financial Group
Florida
$2.02M
EFG
369
Everhart Financial Group
Ohio
$2.01M
SFWA
370
Summit Financial Wealth Advisors
Louisiana
$1.99M
NHC
371
Nicholas Hoffman & Company
Georgia
$1.99M
TRCT
372
Tower Research Capital (TRC)
New York
$1.97M
ATPW
373
Ashton Thomas Private Wealth
Arizona
$1.94M
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$1.94M
BCWM
375
Bartlett & Co Wealth Management
Ohio
$1.92M