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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
AWA
401
Argos Wealth Advisors
California
$1.7M
FIA
402
Foundations Investment Advisors
Arizona
$1.7M
BCG
403
Bravias Capital Group
New Jersey
$1.68M
CCM
404
Coldstream Capital Management
Washington
$1.67M
EWA
405
Exencial Wealth Advisors
Oklahoma
$1.66M
B
406
Bensler
Washington
$1.66M
SIG
407
Spinnaker Investment Group
California
$1.66M
CFS
408
CRA Financial Services
New Jersey
$1.65M
AIA
409
Arcadia Investment Advisors
Idaho
$1.64M
JFG
410
JMG Financial Group
Illinois
$1.64M
GWM
411
Greenhouse Wealth Management
Connecticut
$1.63M
KJWM
412
Kiley Juergens Wealth Management
Washington
$1.62M
AC
413
Apella Capital
Connecticut
$1.61M
PWW
414
Pettyjohn Wood & White
Virginia
$1.6M
NGA
415
Naples Global Advisors
Florida
$1.57M
ATI
416
ARK & TLK Investments
Oklahoma
$1.57M
NA
417
Nestegg Advisors
New York
$1.56M
VCM
418
Virtue Capital Management
Tennessee
$1.56M
NFTC
419
North Forty Two & Co
Oregon
$1.56M
MIA
420
Milestone Investment Advisors
Wisconsin
$1.56M
CFIA
421
Cantor Fitzgerald Investment Advisors
New York
$1.55M
CA
422
Cambridge Advisors
Nebraska
$1.55M
RM
423
RCW Management
Florida
$1.54M
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$1.53M
SPFA
425
Summit Place Financial Advisors
New Jersey
$1.53M