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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
AF
526
Advisornet Financial
Minnesota
$1.05M +$84.3K +2,984 +9%
DCM
527
Donaldson Capital Management
Indiana
$1.04M -$113K -3,996 -10%
PCM
528
Parsons Capital Management
Rhode Island
$1.04M +$24.1K +854 +2%
SAM
529
S.A. Mason
Michigan
$1.04M +$1.98K +70 +0.2%
MSWMA
530
Market Street Wealth Management Advisors
Indiana
$1.04M -$8.19K -290 -0.8%
SWM
531
Sculati Wealth Management
Michigan
$1.03M -$2.23K -79 -0.2%
AIA
532
Armor Investment Advisors
North Carolina
$1.03M -$216K -7,636 -17%
PWA
533
Peterson Wealth Advisors
Utah
$1.03M -$154K -5,450 -13%
ACA
534
Aspire Capital Advisors
Washington
$1.02M +$280K +9,921 +38%
EPM
535
Elm Partners Management
Pennsylvania
$1.02M +$96.3K +3,412 +11%
EFM
536
Eley Financial Management
Vermont
$1M -$11.1K -392 -1%
HWMG
537
Hurlow Wealth Management Group
Indiana
$1M -$4.09K -145 -0.4%
SIC
538
Sigma Investment Counselors
Michigan
$996K -$13.9K -493 -1%
CWA
539
Clearview Wealth Advisors
Oregon
$996K +$16.3K +577 +2%
AI
540
Atria Investments
North Carolina
$994K +$507K +17,949 +106%
HR
541
Howe & Rusling
New York
$984K +$168K +5,935 +21%
IFA
542
Index Fund Advisors
California
$983K +$3.87K +137 +0.4%
KWM
543
Kingsview Wealth Management
Oregon
$956K +$50.5K +1,790 +6%
RC
544
Roundview Capital
New Jersey
$956K -$4.69K -166 -0.5%
M
545
MYeCFO
California
$948K -$36.7K -1,300 -4%
EP
546
Essential Partners
California
$944K +$73.6K +2,608 +9%
Vanguard Group
547
Vanguard Group
Pennsylvania
$939K +$185K +6,536 +25%
KNFPWM
548
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$939K +$4.09K +145 +0.4%
RWA
549
Roberts Wealth Advisors
California
$937K -$24.6K -870 -3%
WIC
550
Woodmont Investment Counsel
Tennessee
$932K -$2.88K -102 -0.3%