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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
CFIA
426
Cantor Fitzgerald Investment Advisors
New York
$1.55M -$9.15K -324 -0.6%
CA
427
Cambridge Advisors
Nebraska
$1.55M -$3.95K -140 -0.3%
RM
428
RCW Management
Florida
$1.54M +$1.53M +54,132 New
Thrivent Financial for Lutherans
429
Thrivent Financial for Lutherans
Minnesota
$1.53M +$356K +12,607 +31%
SPFA
430
Summit Place Financial Advisors
New Jersey
$1.53M -$1.13K -40 -0.1%
VFA
431
Valeo Financial Advisors
Indiana
$1.52M +$1.19K +42 +0.1%
EA
432
Enclave Advisors
Texas
$1.51M +$715K +25,329 +91%
JC
433
JM2 Capital
Oklahoma
$1.5M +$1.49M +52,602 New
WPC
434
Wedmont Private Capital
Pennsylvania
$1.5M -$119K -4,198 -8%
LFA
435
Laraway Financial Advisors
Minnesota
$1.49M +$42K +1,487 +3%
EF
436
Envision Financial
Wisconsin
$1.49M -$107K -3,801 -7%
SF
437
Seek First
California
$1.49M +$6.47K +229 +0.4%
DE
438
Diversified Enterprises
Delaware
$1.49M +$648K +22,932 +78%
GC
439
Grimes & Company
Massachusetts
$1.48M +$4.86K +172 +0.3%
BWM
440
Blossom Wealth Management
California
$1.48M -$32.5K -1,151 -2%
SWP
441
Stratos Wealth Partners
Ohio
$1.48M +$80K +2,834 +6%
DAS
442
Diversify Advisory Services
Utah
$1.46M -$485K -17,172 -26%
AWM
443
Avior Wealth Management
Nebraska
$1.45M +$135K +4,781 +10%
BPWM
444
Badgley Phelps Wealth Managers
Washington
$1.44M -$140K -4,970 -9%
CL
445
Choreo LLC
Illinois
$1.43M +$29.1K +1,029 +2%
EWM
446
Elmwood Wealth Management
California
$1.42M -$3.3K -117 -0.2%
SFC
447
Sprinkle Financial Consultants
Colorado
$1.42M -$508 -18 -0%
IA
448
Intellus Advisors
Florida
$1.41M +$33.5K +1,185 +2%
MG
449
MilWealth Group
Wisconsin
$1.4M
AGC
450
Aspen Grove Capital
Colorado
$1.4M +$1.52K +54 +0.1%