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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
EWA
401
Exencial Wealth Advisors
Oklahoma
$1.66M
B
402
Bensler
Washington
$1.66M
SIG
403
Spinnaker Investment Group
California
$1.66M
CFS
404
CRA Financial Services
New Jersey
$1.65M
AIA
405
Arcadia Investment Advisors
Idaho
$1.64M
JFG
406
JMG Financial Group
Illinois
$1.64M
GWM
407
Greenhouse Wealth Management
Connecticut
$1.63M
KJWM
408
Kiley Juergens Wealth Management
Washington
$1.62M
AC
409
Apella Capital
Connecticut
$1.61M
PWW
410
Pettyjohn Wood & White
Virginia
$1.6M
NGA
411
Naples Global Advisors
Florida
$1.57M
ATI
412
ARK & TLK Investments
Oklahoma
$1.57M
NA
413
Nestegg Advisors
New York
$1.56M
VCM
414
Virtue Capital Management
Tennessee
$1.56M
NFTC
415
North Forty Two & Co
Oregon
$1.56M
MIA
416
Milestone Investment Advisors
Wisconsin
$1.56M
CFIA
417
Cantor Fitzgerald Investment Advisors
New York
$1.55M
CA
418
Cambridge Advisors
Nebraska
$1.55M
RM
419
RCW Management
Florida
$1.54M
Thrivent Financial for Lutherans
420
Thrivent Financial for Lutherans
Minnesota
$1.53M
SPFA
421
Summit Place Financial Advisors
New Jersey
$1.53M
VFA
422
Valeo Financial Advisors
Indiana
$1.52M
EA
423
Enclave Advisors
Texas
$1.51M
JC
424
JM2 Capital
Oklahoma
$1.5M
WPC
425
Wedmont Private Capital
Pennsylvania
$1.5M