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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
DWM
376
Dakota Wealth Management
Florida
$1.91M
OPWM
377
Oakwell Private Wealth Management
Texas
$1.9M
MWP
378
Moller Wealth Partners
$1.9M
B
379
Bailard
California
$1.89M
VCP
380
Vista Capital Partners
Oregon
$1.88M
VWA
381
VSM Wealth Advisory
Maryland
$1.87M
LC
382
LTG Capital
Massachusetts
$1.87M
MPCA
383
Madison Park Capital Advisors
Washington
$1.87M
PSCM
384
Per Stirling Capital Management
Texas
$1.86M
JE
385
Jacobs Equity
Utah
$1.85M
KLI
386
Kelman-Lazarov Inc
Tennessee
$1.84M
CIP
387
Capital Insight Partners
Arizona
$1.83M
WIM
388
Warwick Investment Management
Texas
$1.83M
American Century Companies
389
American Century Companies
Missouri
$1.8M
LA
390
LVW Advisors
New York
$1.8M
Janney Montgomery Scott
391
Janney Montgomery Scott
Pennsylvania
$1.8M
JWS
392
Juncture Wealth Strategies
Arizona
$1.77M
SP
393
Sequent Planning
Nebraska
$1.77M
DSC
394
Duncker Streett & Co
Missouri
$1.77M
KF
395
Krilogy Financial
Missouri
$1.73M
ACA
396
Atlas Capital Advisors
Wyoming
$1.72M
OFS
397
Oldfather Financial Services
Nebraska
$1.72M
CIA
398
Concurrent Investment Advisors
Florida
$1.72M
WFA
399
WJ Financial Advisors
Connecticut
$1.71M
ASN
400
Advisory Services Network
Georgia
$1.71M