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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
GFG
501
Grantvest Financial Group
New Jersey
$1.11M
CCW
502
Coastline Complete Wealth
South Carolina
$1.11M
FWI
503
Facet Wealth Inc
Maryland
$1.11M
IFS
504
Ifrah Financial Services
Arkansas
$1.09M
MCM
505
Mengis Capital Management
Oregon
$1.08M
CWA
506
Carolina Wealth Advisors
South Carolina
$1.08M
CAM
507
Cozad Asset Management
Illinois
$1.08M
HI
508
Harbour Investments
Wisconsin
$1.08M
CA
509
Claro Advisors
Massachusetts
$1.08M
DAM
510
Directional Asset Management
Illinois
$1.08M
PCG
511
Prosperity Consulting Group
Maryland
$1.08M
PA
512
Parallel Advisors
California
$1.08M
SAM
513
Summit Asset Management
Tennessee
$1.07M
RTL
514
Red Tortoise LLC
Georgia
$1.07M
MW
515
MBL Wealth
North Carolina
$1.07M
AWM
516
AE Wealth Management
Kansas
$1.07M
EWP
517
Elevation Wealth Partners
California
$1.07M
MCCA
518
Mill Creek Capital Advisors
Pennsylvania
$1.07M
PWM
519
Paulson Wealth Management
Illinois
$1.06M
AF
520
Advisornet Financial
Minnesota
$1.05M
DCM
521
Donaldson Capital Management
Indiana
$1.04M
PCM
522
Parsons Capital Management
Rhode Island
$1.04M
SAM
523
S.A. Mason
Michigan
$1.04M
MSWMA
524
Market Street Wealth Management Advisors
Indiana
$1.04M
SWM
525
Sculati Wealth Management
Michigan
$1.03M