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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
OFS
401
Oldfather Financial Services
Nebraska
$1.72M -$17.8K -629 -1%
CIA
402
Concurrent Investment Advisors
Florida
$1.72M +$167K +5,929 +11%
WFA
403
WJ Financial Advisors
Connecticut
$1.71M +$19.7K +696 +1%
ASN
404
Advisory Services Network
Georgia
$1.71M -$3.47M -122,749 -67%
AWA
405
Argos Wealth Advisors
California
$1.7M +$1.69M +59,710 New
FIA
406
Foundations Investment Advisors
Arizona
$1.7M +$268K +9,495 +19%
BCG
407
Bravias Capital Group
New Jersey
$1.68M +$108K +3,825 +7%
CCM
408
Coldstream Capital Management
Washington
$1.67M -$65.4K -2,316 -4%
TC
409
Tenret Company
Florida
$1.67M
EWA
410
Exencial Wealth Advisors
Oklahoma
$1.66M -$102K -3,614 -6%
B
411
Bensler
Washington
$1.66M -$73.7K -2,611 -4%
SIG
412
Spinnaker Investment Group
California
$1.66M -$19.1K -675 -1%
CFS
413
CRA Financial Services
New Jersey
$1.65M -$243K -8,620 -13%
AIA
414
Arcadia Investment Advisors
Idaho
$1.64M -$6.35K -225 -0.4%
JFG
415
JMG Financial Group
Illinois
$1.64M +$262K +9,266 +19%
GWM
416
Greenhouse Wealth Management
Connecticut
$1.63M +$2.63K +93 +0.2%
KJWM
417
Kiley Juergens Wealth Management
Washington
$1.62M +$85.1K +3,013 +6%
AC
418
Apella Capital
Connecticut
$1.61M +$280K +9,929 +21%
PWW
419
Pettyjohn Wood & White
Virginia
$1.6M -$14.1K -500 -0.9%
NGA
420
Naples Global Advisors
Florida
$1.57M +$28.2K +1,000 +2%
ATI
421
ARK & TLK Investments
Oklahoma
$1.57M
NA
422
Nestegg Advisors
New York
$1.56M +$37.3K +1,320 +2%
VCM
423
Virtue Capital Management
Tennessee
$1.56M +$235K +8,328 +18%
NFTC
424
North Forty Two & Co
Oregon
$1.56M +$104K +3,700 +7%
MIA
425
Milestone Investment Advisors
Wisconsin
$1.56M -$30.3K -1,073 -2%