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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
HWMG
526
Hurlow Wealth Management Group
Indiana
$1M
SIC
527
Sigma Investment Counselors
Michigan
$996K
CWA
528
Clearview Wealth Advisors
Oregon
$996K
AI
529
Atria Investments
North Carolina
$994K
HR
530
Howe & Rusling
New York
$984K
IFA
531
Index Fund Advisors
California
$983K
KWM
532
Kingsview Wealth Management
Oregon
$956K
RC
533
Roundview Capital
New Jersey
$956K
M
534
MYeCFO
California
$948K
Vanguard Group
535
Vanguard Group
Pennsylvania
$939K
KNFPWM
536
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$939K
RWA
537
Roberts Wealth Advisors
California
$937K
WIC
538
Woodmont Investment Counsel
Tennessee
$932K
DP
539
Dearborn Partners
Illinois
$918K
CPA
540
Clear Point Advisors
New York
$917K
APP
541
Avantax Planning Partners
Iowa
$916K
BRWA
542
B. Riley Wealth Advisors
Florida
$910K
PWA
543
Principia Wealth Advisory
Texas
$910K
FWP
544
FAS Wealth Partners
Kansas
$896K
TCM
545
Twele Capital Management
Minnesota
$891K
BDFN
546
Bond & Devick Financial Network
Minnesota
$886K
SFA
547
Souders Financial Advisors
Ohio
$886K
HCM
548
Hengehold Capital Management
Ohio
$880K
SIS
549
Strategic Investment Solutions
Illinois
$880K
CAMG
550
CWA Asset Management Group
Florida
$874K