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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
LFA
426
Laraway Financial Advisors
Minnesota
$1.49M
EF
427
Envision Financial
Wisconsin
$1.49M
SF
428
Seek First
California
$1.49M
DE
429
Diversified Enterprises
Delaware
$1.49M
GC
430
Grimes & Company
Massachusetts
$1.48M
BWM
431
Blossom Wealth Management
California
$1.48M
SWP
432
Stratos Wealth Partners
Ohio
$1.48M
DAS
433
Diversify Advisory Services
Utah
$1.46M
AWM
434
Avior Wealth Management
Nebraska
$1.45M
BPWM
435
Badgley Phelps Wealth Managers
Washington
$1.44M
CL
436
Choreo LLC
Illinois
$1.43M
EWM
437
Elmwood Wealth Management
California
$1.42M
SFC
438
Sprinkle Financial Consultants
Colorado
$1.42M
IA
439
Intellus Advisors
Florida
$1.41M
MG
440
MilWealth Group
Wisconsin
$1.4M
AGC
441
Aspen Grove Capital
Colorado
$1.4M
CHA
442
Cooper/Haims Advisors
New York
$1.4M
PCM
443
Passive Capital Management
Maryland
$1.39M
PAS
444
Park Avenue Securities
New York
$1.39M
BAHL
445
BEACON ADVISORS HOLDINGS, LLC
Texas
$1.39M
NP
446
NorthRock Partners
Minnesota
$1.39M
OFS
447
OneAscent Financial Services
Alabama
$1.38M
CF
448
Centaurus Financial
California
$1.38M
CIA
449
Cape Investment Advisory
Georgia
$1.38M
MAMG
450
Milestone Asset Management Group
Connecticut
$1.38M