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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
HWA
476
Heartwood Wealth Advisors
Virginia
$1.31M +$7.14K +253 +0.6%
BWM
477
BankPlus Wealth Management
Mississippi
$1.31M +$121K +4,292 +10%
FBB
478
Fulton Breakefield Broenniman
Maryland
$1.31M -$9.97K -353 -0.8%
PWMAG
479
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M -$9.06K -321 -0.7%
GCA
480
Gradient Capital Advisors
California
$1.3M +$64.3K +2,277 +5%
P
481
&Partners
Tennessee
$1.29M +$79.2K +2,805 +7%
FWM
482
Fonville Wealth Management
Virginia
$1.29M -$37.3K -1,322 -3%
BAM
483
Berkshire Asset Management
Pennsylvania
$1.28M -$1.31M -46,289 -51%
EWA
484
EverSource Wealth Advisors
Alabama
$1.28M -$405K -14,350 -24%
BSCCG
485
Blue Sky Capital Consultants Group
California
$1.28M +$526K +18,617 +71%
WP
486
Westmount Partners
California
$1.27M
WCM
487
Wisconsin Capital Management
Wisconsin
$1.25M
CSF
488
Capital Squared Financial
Maryland
$1.25M -$35.5K -1,258 -3%
JGCM
489
Joseph Group Capital Management
Ohio
$1.24M -$48.4K -1,715 -4%
RW
490
Rede Wealth
Virginia
$1.24M +$1.23M +43,430 New
GIA
491
GHP Investment Advisors
Colorado
$1.24M -$6.3K -223 -0.5%
NL
492
NWAM LLC
Washington
$1.24M +$88.4K +3,129 +8%
GWWM
493
Great Waters Wealth Management
Minnesota
$1.22M +$18.4K +653 +2%
NIM
494
Nicollet Investment Management
Minnesota
$1.21M -$11.9K -423 -1%
KPWS
495
Kestra Private Wealth Services
Texas
$1.19M +$280K +9,931 +31%
CCG
496
Coastwise Capital Group
California
$1.19M +$23.4K +830 +2%
TWP
497
Tempus Wealth Planning
California
$1.18M +$43.5K +1,540 +4%
QCG
498
Quadrant Capital Group
Ohio
$1.17M
OFG
499
Omega Financial Group
California
$1.16M -$53.3K -1,886 -4%
WBCM
500
Wilson & Boucher Capital Management
California
$1.15M +$5.82K +206 +0.5%