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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
AIA
526
Armor Investment Advisors
North Carolina
$1.03M
PWA
527
Peterson Wealth Advisors
Utah
$1.03M
ACA
528
Aspire Capital Advisors
Washington
$1.02M
EPM
529
Elm Partners Management
Pennsylvania
$1.02M
EFM
530
Eley Financial Management
Vermont
$1M
HWMG
531
Hurlow Wealth Management Group
Indiana
$1M
SIC
532
Sigma Investment Counselors
Michigan
$996K
CWA
533
Clearview Wealth Advisors
Oregon
$996K
AI
534
Atria Investments
North Carolina
$994K
HR
535
Howe & Rusling
New York
$984K
IFA
536
Index Fund Advisors
California
$983K
KWM
537
Kingsview Wealth Management
Oregon
$956K
RC
538
Roundview Capital
New Jersey
$956K
M
539
MYeCFO
California
$948K
Vanguard Group
540
Vanguard Group
Pennsylvania
$939K
KNFPWM
541
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$939K
RWA
542
Roberts Wealth Advisors
California
$937K
WIC
543
Woodmont Investment Counsel
Tennessee
$932K
DP
544
Dearborn Partners
Illinois
$918K
CPA
545
Clear Point Advisors
New York
$917K
APP
546
Avantax Planning Partners
Iowa
$916K
BRWA
547
B. Riley Wealth Advisors
Florida
$910K
PWA
548
Principia Wealth Advisory
Texas
$910K
FWP
549
FAS Wealth Partners
Kansas
$896K
TCM
550
Twele Capital Management
Minnesota
$891K