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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
CHA
451
Cooper/Haims Advisors
New York
$1.4M +$2.17K +77 +0.2%
PCM
452
Passive Capital Management
Maryland
$1.39M +$67.2K +2,378 +5%
PAS
453
Park Avenue Securities
New York
$1.39M +$417K +14,762 +43%
BAH
454
Beacon Advisors Holdings
Texas
$1.39M +$1.37M +48,640 New
NP
455
NorthRock Partners
Minnesota
$1.39M +$249K +8,830 +22%
OFS
456
OneAscent Financial Services
Alabama
$1.38M -$5.73K -203 -0.4%
CF
457
Centaurus Financial
California
$1.38M -$23.3K -826 -2%
CIA
458
Cape Investment Advisory
Georgia
$1.38M +$1.22M +43,233 +820%
MAMG
459
Milestone Asset Management Group
Connecticut
$1.38M -$40.1K -1,420 -3%
WPA
460
West Paces Advisors
Georgia
$1.38M -$24K -849 -2%
AIP
461
Ameritas Investment Partners
Nebraska
$1.37M +$280K +9,903 +26%
XPN
462
XY Planning Network
Montana
$1.37M +$7.14K +253 +0.5%
Citigroup
463
Citigroup
New York
$1.36M +$141K +4,976 +12%
BP
464
BCK Partners
New York
$1.36M -$12K -425 -0.9%
IWM
465
IHT Wealth Management
Illinois
$1.36M -$832K -29,449 -38%
TPCW
466
TD Private Client Wealth
New York
$1.35M +$393K +13,934 +41%
IF
467
Ironwood Financial
Arizona
$1.35M -$43.4K -1,536 -3%
SDWMA
468
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.35M +$480 +17 +0%
HA
469
HC Advisors
Georgia
$1.34M -$164K -5,815 -11%
PVI
470
Pine Valley Investments
New Jersey
$1.34M +$816K +28,887 +160%
CC
471
Climber Capital
Switzerland
$1.34M +$1.4M +49,594 New
PS
472
Planned Solutions
California
$1.32M +$508 +18 +0%
SSWM
473
Sheets Smith Wealth Management
North Carolina
$1.32M +$83.7K +2,965 +7%
CAG
474
Carroll Advisory Group
Texas
$1.32M +$1.31M +46,360 New
BWM
475
BNC Wealth Management
Oregon
$1.32M -$142K -5,021 -10%