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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
CWA
501
Carolina Wealth Advisors
South Carolina
$1.08M
CAM
502
Cozad Asset Management
Illinois
$1.08M
HI
503
Harbour Investments
Wisconsin
$1.08M
CA
504
Claro Advisors
Massachusetts
$1.08M
DAM
505
Directional Asset Management
Illinois
$1.08M
PCG
506
Prosperity Consulting Group
Maryland
$1.08M
PA
507
Parallel Advisors
California
$1.08M
SAM
508
Summit Asset Management
Tennessee
$1.07M
RTL
509
Red Tortoise LLC
Georgia
$1.07M
MW
510
MBL Wealth
North Carolina
$1.07M
AWM
511
AE Wealth Management
Kansas
$1.07M
EWP
512
Elevation Wealth Partners
California
$1.07M
MCCA
513
Mill Creek Capital Advisors
Pennsylvania
$1.07M
PWM
514
Paulson Wealth Management
Illinois
$1.06M
AF
515
Advisornet Financial
Minnesota
$1.05M
DCM
516
Donaldson Capital Management
Indiana
$1.04M
PCM
517
Parsons Capital Management
Rhode Island
$1.04M
SAM
518
S.A. Mason
Michigan
$1.04M
MSWMA
519
Market Street Wealth Management Advisors
Indiana
$1.04M
SWM
520
Sculati Wealth Management
Michigan
$1.03M
AIA
521
Armor Investment Advisors
North Carolina
$1.03M
PWA
522
Peterson Wealth Advisors
Utah
$1.03M
ACA
523
Aspire Capital Advisors
Washington
$1.02M
EPM
524
Elm Partners Management
Pennsylvania
$1.02M
EFM
525
Eley Financial Management
Vermont
$1M