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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
VCP
376
Vista Capital Partners
Oregon
$1.88M
VWA
377
VSM Wealth Advisory
Maryland
$1.87M
LC
378
LTG Capital
Massachusetts
$1.87M
MPCA
379
Madison Park Capital Advisors
Washington
$1.87M
PSCM
380
Per Stirling Capital Management
Texas
$1.86M
JE
381
Jacobs Equity
Utah
$1.85M
KLI
382
Kelman-Lazarov Inc
Tennessee
$1.84M
CIP
383
Capital Insight Partners
Arizona
$1.83M
WIM
384
Warwick Investment Management
Texas
$1.83M
American Century Companies
385
American Century Companies
Missouri
$1.8M
LA
386
LVW Advisors
New York
$1.8M
Janney Montgomery Scott
387
Janney Montgomery Scott
Pennsylvania
$1.8M
JWS
388
Juncture Wealth Strategies
Arizona
$1.77M
SP
389
Sequent Planning
Nebraska
$1.77M
DSC
390
Duncker Streett & Co
Missouri
$1.77M
KF
391
Krilogy Financial
Missouri
$1.73M
ACA
392
Atlas Capital Advisors
Wyoming
$1.72M
OFS
393
Oldfather Financial Services
Nebraska
$1.72M
CIA
394
Concurrent Investment Advisors
Florida
$1.72M
WFA
395
WJ Financial Advisors
Connecticut
$1.71M
ASN
396
Advisory Services Network
Georgia
$1.71M
AWA
397
Argos Wealth Advisors
California
$1.7M
FIA
398
Foundations Investment Advisors
Arizona
$1.7M
BCG
399
Bravias Capital Group
New Jersey
$1.68M
CCM
400
Coldstream Capital Management
Washington
$1.67M