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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
DP
551
Dearborn Partners
Illinois
$918K +$365K +12,931 +67%
CPA
552
Clear Point Advisors
New York
$917K -$41K -1,453 -4%
APP
553
Avantax Planning Partners
Iowa
$916K -$62.1K -2,200 -6%
BRWA
554
B. Riley Wealth Advisors
Florida
$910K -$30K -1,063 -3%
PWA
555
Principia Wealth Advisory
Texas
$910K +$452K +15,991 +100%
FWP
556
FAS Wealth Partners
Kansas
$896K -$42K -1,489 -5%
TCM
557
Twele Capital Management
Minnesota
$891K -$7.77K -275 -0.9%
BDFN
558
Bond & Devick Financial Network
Minnesota
$886K
SFA
559
Souders Financial Advisors
Ohio
$886K -$70.4K -2,493 -7%
HCM
560
Hengehold Capital Management
Ohio
$880K +$62.3K +2,205 +8%
SIS
561
Strategic Investment Solutions
Illinois
$880K -$16.4K -580 -2%
CAMG
562
CWA Asset Management Group
Florida
$874K +$10.8K +381 +1%
CS
563
Crescent Sterling
Louisiana
$861K -$86.4K -3,060 -9%
CPC
564
CFC Planning Company
Indiana
$859K +$404K +14,303 +90%
PWPS
565
Pinnacle Wealth Planning Services
Ohio
$859K -$12K -424 -1%
PSIWM
566
Paradigm Strategies in Wealth Management
Minnesota
$858K -$7.82K -277 -0.9%
TCBWMS
567
Texas Capital Bank Wealth Management Services
Texas
$854K +$847K +29,996 New
VPIM
568
Vanguard Personalized Indexing Management
California
$850K -$588K -20,840 -41%
DWT
569
Dorsey & Whitney Trust
South Dakota
$845K -$167K -5,916 -17%
FIC
570
Family Investment Center
Missouri
$844K -$44.6K -1,578 -5%
SW
571
Simplicity Wealth
New Jersey
$837K +$44K +1,559 +6%
RDWM
572
Red Door Wealth Management
Tennessee
$829K +$7.17K +254 +0.9%
GCM
573
Gambit Capital Management
Tennessee
$828K +$821K +29,068 New
CFO
574
CVA Family Office
Colorado
$824K +$1.24K +44 +0.2%
LIWM
575
Long Island Wealth Management
New York
$822K -$61.6K -2,182 -7%