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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
TA
501
TPG Advisors
Illinois
$1.15M -$49.1K -1,740 -4%
WAG
502
Wiser Advisor Group
Arizona
$1.14M -$20.6K -730 -2%
CFO
503
Collective Family Office
Pennsylvania
$1.13M -$21.1K -748 -2%
BCM
504
Brookstone Capital Management
Illinois
$1.13M +$723K +25,599 +182%
EFS
505
Econ Financial Services
Pennsylvania
$1.13M -$21.3K -754 -2%
TIAA Trust, National Association
506
TIAA Trust, National Association
North Carolina
$1.12M +$20.5K +726 +2%
GFG
507
Grantvest Financial Group
New Jersey
$1.11M +$71.1K +2,519 +7%
CCW
508
Coastline Complete Wealth
South Carolina
$1.11M +$1.1M +38,820 New
FWI
509
Facet Wealth Inc
Maryland
$1.11M +$214K +7,590 +26%
IFS
510
Ifrah Financial Services
Arkansas
$1.09M -$14.7K -521 -1%
MCM
511
Mengis Capital Management
Oregon
$1.08M -$4.83K -171 -0.4%
CWA
512
Carolina Wealth Advisors
South Carolina
$1.08M -$100K -3,548 -9%
CAM
513
Cozad Asset Management
Illinois
$1.08M
HI
514
Harbour Investments
Wisconsin
$1.08M -$95.4K -3,379 -8%
CA
515
Claro Advisors
Massachusetts
$1.08M -$129K -4,560 -11%
DAM
516
Directional Asset Management
Illinois
$1.08M +$1.07M +37,799 New
PCG
517
Prosperity Consulting Group
Maryland
$1.08M -$1.16M -40,932 -52%
PA
518
Parallel Advisors
California
$1.08M -$335K -11,854 -24%
SAM
519
Summit Asset Management
Tennessee
$1.07M -$66.5K -2,356 -6%
RTL
520
Red Tortoise LLC
Georgia
$1.07M +$2.54K +90 +0.2%
MW
521
MBL Wealth
North Carolina
$1.07M
AWM
522
AE Wealth Management
Kansas
$1.07M +$108K +3,817 +11%
EWP
523
Elevation Wealth Partners
California
$1.07M -$47.7K -1,689 -4%
MCCA
524
Mill Creek Capital Advisors
Pennsylvania
$1.07M -$315K -11,165 -23%
PWM
525
Paulson Wealth Management
Illinois
$1.06M -$76.8K -2,720 -7%