SCHA icon

Schwab U.S Small- Cap ETF

1,221 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, 440 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%37.38% (+4.7%)

6% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 440

Holders
1,221
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
TIAA Trust, National Association
501
TIAA Trust, National Association
North Carolina
$1.12M
GFG
502
Grantvest Financial Group
New Jersey
$1.11M
CCW
503
Coastline Complete Wealth
South Carolina
$1.11M
FWI
504
Facet Wealth Inc
Maryland
$1.11M
IFS
505
Ifrah Financial Services
Arkansas
$1.09M
MCM
506
Mengis Capital Management
Oregon
$1.08M
CWA
507
Carolina Wealth Advisors
South Carolina
$1.08M
CAM
508
Cozad Asset Management
Illinois
$1.08M
HI
509
Harbour Investments
Wisconsin
$1.08M
CA
510
Claro Advisors
Massachusetts
$1.08M
DAM
511
Directional Asset Management
Illinois
$1.08M
PCG
512
Prosperity Consulting Group
Maryland
$1.08M
PA
513
Parallel Advisors
California
$1.08M
SAM
514
Summit Asset Management
Tennessee
$1.07M
RTL
515
Red Tortoise LLC
Georgia
$1.07M
MW
516
MBL Wealth
North Carolina
$1.07M
AWM
517
AE Wealth Management
Kansas
$1.07M
EWP
518
Elevation Wealth Partners
California
$1.07M
MCCA
519
Mill Creek Capital Advisors
Pennsylvania
$1.07M
PWM
520
Paulson Wealth Management
Illinois
$1.06M
AF
521
Advisornet Financial
Minnesota
$1.05M
DCM
522
Donaldson Capital Management
Indiana
$1.04M
PCM
523
Parsons Capital Management
Rhode Island
$1.04M
SAM
524
S.A. Mason
Michigan
$1.04M
MSWMA
525
Market Street Wealth Management Advisors
Indiana
$1.04M