We are live on ! Find out more
SCHA icon

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
TRCT
376
Tower Research Capital (TRC)
New York
$1.97M -$6.5M -230,258 -77%
ATPW
377
Ashton Thomas Private Wealth
Arizona
$1.94M +$22K +778 +1%
CIBC Private Wealth Group
378
CIBC Private Wealth Group
Georgia
$1.94M -$58.1K -2,059 -3%
BCWM
379
Bartlett & Co Wealth Management
Ohio
$1.92M -$1.16M -41,086 -38%
DWM
380
Dakota Wealth Management
Florida
$1.91M +$50.3K +1,783 +3%
OPWM
381
Oakwell Private Wealth Management
Texas
$1.9M +$74.1K +2,624 +4%
MWP
382
Moller Wealth Partners
$1.9M -$9.35K -331 -0.5%
B
383
Bailard
California
$1.89M +$24.1K +854 +1%
VCP
384
Vista Capital Partners
Oregon
$1.88M +$50K +1,770 +3%
VWA
385
VSM Wealth Advisory
Maryland
$1.87M -$9.5M -336,439 -84%
LC
386
LTG Capital
Massachusetts
$1.87M +$23.9K +846 +1%
MPCA
387
Madison Park Capital Advisors
Washington
$1.87M -$8.27K -293 -0.4%
PSCM
388
Per Stirling Capital Management
Texas
$1.86M +$16.4K +581 +0.9%
JE
389
Jacobs Equity
Utah
$1.85M +$1.84M +65,032 New
KLI
390
Kelman-Lazarov Inc
Tennessee
$1.84M +$16.6K +587 +0.9%
CIP
391
Capital Insight Partners
Arizona
$1.83M -$304K -10,765 -14%
WIM
392
Warwick Investment Management
Texas
$1.83M +$11.1K +393 +0.6%
American Century Companies
393
American Century Companies
Missouri
$1.8M -$803K -28,421 -31%
LA
394
LVW Advisors
New York
$1.8M -$98K -3,472 -5%
Janney Montgomery Scott
395
Janney Montgomery Scott
Pennsylvania
$1.8M -$82.8K -2,933 -4%
JWS
396
Juncture Wealth Strategies
Arizona
$1.77M -$275K -9,721 -13%
SP
397
Sequent Planning
Nebraska
$1.77M +$461K +16,321 +36%
DSC
398
Duncker Streett & Co
Missouri
$1.77M -$2K -71 -0.1%
KF
399
Krilogy Financial
Missouri
$1.73M -$3.98K -141 -0.2%
ACA
400
Atlas Capital Advisors
Wyoming
$1.72M +$1.71M +60,523 New