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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
P
476
&Partners
Tennessee
$1.29M
FWM
477
Fonville Wealth Management
Virginia
$1.29M
BAM
478
Berkshire Asset Management
Pennsylvania
$1.28M
EWA
479
EverSource Wealth Advisors
Alabama
$1.28M
BSCCG
480
Blue Sky Capital Consultants Group
California
$1.28M
WP
481
Westmount Partners
California
$1.27M
WCM
482
Wisconsin Capital Management
Wisconsin
$1.25M
JGCM
483
Joseph Group Capital Management
Ohio
$1.24M
RW
484
Rede Wealth
Virginia
$1.24M
GIA
485
GHP Investment Advisors
Colorado
$1.24M
NL
486
NWAM LLC
Washington
$1.24M
GWWM
487
Great Waters Wealth Management
Minnesota
$1.22M
NIM
488
Nicollet Investment Management
Minnesota
$1.21M
KPWS
489
Kestra Private Wealth Services
Texas
$1.19M
CCG
490
Coastwise Capital Group
California
$1.19M
TWP
491
Tempus Wealth Planning
California
$1.18M
QCG
492
Quadrant Capital Group
Ohio
$1.17M
OFG
493
Omega Financial Group
California
$1.16M
WBCM
494
Wilson & Boucher Capital Management
California
$1.15M
TA
495
TPG Advisors
Illinois
$1.15M
WAG
496
Wiser Advisor Group
Arizona
$1.14M
CFO
497
Collective Family Office
Pennsylvania
$1.13M
BCM
498
Brookstone Capital Management
Illinois
$1.13M
EFS
499
Econ Financial Services
Pennsylvania
$1.13M
TIAA Trust, National Association
500
TIAA Trust, National Association
North Carolina
$1.12M