SCHA icon

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
BSCCG
476
Blue Sky Capital Consultants Group
California
$1.28M
WP
477
Westmount Partners
California
$1.27M
WCM
478
Wisconsin Capital Management
Wisconsin
$1.25M
JGCM
479
Joseph Group Capital Management
Ohio
$1.24M
RW
480
Rede Wealth
Virginia
$1.24M
GIA
481
GHP Investment Advisors
Colorado
$1.24M
NL
482
NWAM LLC
Washington
$1.24M
GWWM
483
Great Waters Wealth Management
Minnesota
$1.22M
NIM
484
Nicollet Investment Management
Minnesota
$1.21M
KPWS
485
Kestra Private Wealth Services
Texas
$1.19M
CCG
486
Coastwise Capital Group
California
$1.19M
TWP
487
Tempus Wealth Planning
California
$1.18M
QCG
488
Quadrant Capital Group
Ohio
$1.17M
OFG
489
Omega Financial Group
California
$1.16M
WBCM
490
Wilson & Boucher Capital Management
California
$1.15M
TA
491
TPG Advisors
Illinois
$1.15M
WAG
492
Wiser Advisor Group
Arizona
$1.14M
CFO
493
Collective Family Office
Pennsylvania
$1.13M
BCM
494
Brookstone Capital Management
Illinois
$1.13M
EFS
495
Econ Financial Services
Pennsylvania
$1.13M
TIAA Trust, National Association
496
TIAA Trust, National Association
North Carolina
$1.12M
GFG
497
Grantvest Financial Group
New Jersey
$1.11M
CCWL
498
Coastline Complete Wealth LLC
South Carolina
$1.11M
FWI
499
Facet Wealth Inc
Maryland
$1.11M
IFS
500
Ifrah Financial Services
Arkansas
$1.09M