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