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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
VFA
426
Valeo Financial Advisors
Indiana
$1.52M
EA
427
Enclave Advisors
Texas
$1.51M
JC
428
JM2 Capital
Oklahoma
$1.5M
WPC
429
Wedmont Private Capital
Pennsylvania
$1.5M
LFA
430
Laraway Financial Advisors
Minnesota
$1.49M
EF
431
Envision Financial
Wisconsin
$1.49M
SF
432
Seek First
California
$1.49M
DE
433
Diversified Enterprises
Delaware
$1.49M
GC
434
Grimes & Company
Massachusetts
$1.48M
BWM
435
Blossom Wealth Management
California
$1.48M
SWP
436
Stratos Wealth Partners
Ohio
$1.48M
DAS
437
Diversify Advisory Services
Utah
$1.46M
AWM
438
Avior Wealth Management
Nebraska
$1.45M
BPWM
439
Badgley Phelps Wealth Managers
Washington
$1.44M
CL
440
Choreo LLC
Illinois
$1.43M
EWM
441
Elmwood Wealth Management
California
$1.42M
SFC
442
Sprinkle Financial Consultants
Colorado
$1.42M
IA
443
Intellus Advisors
Florida
$1.41M
MG
444
MilWealth Group
Wisconsin
$1.4M
AGC
445
Aspen Grove Capital
Colorado
$1.4M
CHA
446
Cooper/Haims Advisors
New York
$1.4M
PCM
447
Passive Capital Management
Maryland
$1.39M
PAS
448
Park Avenue Securities
New York
$1.39M
BAH
449
Beacon Advisors Holdings
Texas
$1.39M
NP
450
NorthRock Partners
Minnesota
$1.39M