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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
GRR
26
Golden Reserve Retirement
Ohio
$44.8M
Osaic Holdings
27
Osaic Holdings
Arizona
$44.8M
Goldman Sachs
28
Goldman Sachs
New York
$44.6M
SC
29
Savant Capital
Illinois
$43.2M
GAM
30
Gemmer Asset Management
California
$43M
Jones Financial Companies
31
Jones Financial Companies
Missouri
$41.9M
Focus Partners Wealth
32
Focus Partners Wealth
Massachusetts
$40.2M
KBFS
33
Kohmann Bosshard Financial Services
Ohio
$38.7M
MAG
34
Mokosak Advisory Group
Iowa
$34.7M
RRWA
35
Rainey & Randall Wealth Advisors
Florida
$33.9M
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$33.7M
KFC
37
Klingenstein Fields & Co
New York
$31.5M
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$30.9M
BWA
39
BlueSky Wealth Advisors
North Carolina
$28.4M
Wells Fargo
40
Wells Fargo
California
$28M
NFW
41
Noble Family Wealth
Florida
$27.9M
KAS
42
Kestra Advisory Services
Texas
$27.7M
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$27.4M
FWM
44
ForthRight Wealth Management
Georgia
$27.1M
TCM
45
TruNorth Capital Management
Michigan
$26.5M
SFS
46
Summit Financial Strategies
Ohio
$26M
JP Morgan Chase
47
JP Morgan Chase
New York
$24.7M
DAS
48
Dynamic Advisor Solutions
Arizona
$24.6M
BPA
49
Beacon Pointe Advisors
California
$24.3M
LWMT
50
Legacy Wealth Management (Tennessee)
Tennessee
$24.1M