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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
WPA
451
West Paces Advisors
Georgia
$1.38M
AIP
452
Ameritas Investment Partners
Nebraska
$1.37M
XPN
453
XY Planning Network
Montana
$1.37M
Citigroup
454
Citigroup
New York
$1.36M
BP
455
BCK Partners
New York
$1.36M
IWM
456
IHT Wealth Management
Illinois
$1.36M
TPCW
457
TD Private Client Wealth
New York
$1.35M
IF
458
Ironwood Financial
Arizona
$1.35M
SDWMA
459
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.35M
HA
460
HC Advisors
Georgia
$1.34M
PVI
461
Pine Valley Investments
New Jersey
$1.34M
CC
462
Climber Capital
Switzerland
$1.34M
PS
463
Planned Solutions
California
$1.32M
SSWM
464
Sheets Smith Wealth Management
North Carolina
$1.32M
CAG
465
Carroll Advisory Group
Texas
$1.32M
BWM
466
BNC Wealth Management
Oregon
$1.32M
HWA
467
Heartwood Wealth Advisors
Virginia
$1.31M
BWM
468
BankPlus Wealth Management
Mississippi
$1.31M
FBB
469
Fulton Breakefield Broenniman
Maryland
$1.31M
PWMAG
470
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M
GCA
471
Gradient Capital Advisors
California
$1.3M
P
472
&Partners
Tennessee
$1.29M
FWM
473
Fonville Wealth Management
Virginia
$1.29M
BAM
474
Berkshire Asset Management
Pennsylvania
$1.28M
EWA
475
EverSource Wealth Advisors
Alabama
$1.28M