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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
CS
551
Crescent Sterling
Louisiana
$861K
CPC
552
CFC Planning Company
Indiana
$859K
PWPS
553
Pinnacle Wealth Planning Services
Ohio
$859K
PSIWM
554
Paradigm Strategies in Wealth Management
Minnesota
$858K
TCBWMS
555
Texas Capital Bank Wealth Management Services
Texas
$854K
VPIM
556
Vanguard Personalized Indexing Management
California
$850K
DWT
557
Dorsey & Whitney Trust
South Dakota
$845K
FIC
558
Family Investment Center
Missouri
$844K
SW
559
Simplicity Wealth
New Jersey
$837K
RDWM
560
Red Door Wealth Management
Tennessee
$829K
GCM
561
Gambit Capital Management
Tennessee
$828K
CFO
562
CVA Family Office
Colorado
$824K
LIWM
563
Long Island Wealth Management
New York
$822K
OC
564
Oarsman Capital
Wisconsin
$810K
OC
565
Optima Capital
Oregon
$807K
WF
566
Warner Financial
Maryland
$802K
HP
567
Hilltop Partners
Indiana
$801K
RWA
568
Redhawk Wealth Advisors
Minnesota
$799K
APSI
569
Asset Planning Services Inc
Louisiana
$794K
LFAS
570
Level Four Advisory Services
Texas
$793K
CAM
571
Carret Asset Management
New York
$785K
D.E. Shaw & Co
572
D.E. Shaw & Co
New York
$784K
CHJWM
573
Carlton Hofferkamp & Jenks Wealth Management
Texas
$781K
SEM
574
Strategic Equity Management
Arizona
$771K
LF
575
LifePlan Financial
Minnesota
$765K