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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
BDFN
551
Bond & Devick Financial Network
Minnesota
$886K
SFA
552
Souders Financial Advisors
Ohio
$886K
HCM
553
Hengehold Capital Management
Ohio
$880K
SIS
554
Strategic Investment Solutions
Illinois
$880K
CAMG
555
CWA Asset Management Group
Florida
$874K
CS
556
Crescent Sterling
Louisiana
$861K
CPC
557
CFC Planning Company
Indiana
$859K
PWPS
558
Pinnacle Wealth Planning Services
Ohio
$859K
PSIWM
559
Paradigm Strategies in Wealth Management
Minnesota
$858K
TCBWMS
560
Texas Capital Bank Wealth Management Services
Texas
$854K
VPIM
561
Vanguard Personalized Indexing Management
California
$850K
DWT
562
Dorsey & Whitney Trust
South Dakota
$845K
FIC
563
Family Investment Center
Missouri
$844K
SW
564
Simplicity Wealth
New Jersey
$837K
RDWM
565
Red Door Wealth Management
Tennessee
$829K
GCM
566
Gambit Capital Management
Tennessee
$828K
CFO
567
CVA Family Office
Colorado
$824K
LIWM
568
Long Island Wealth Management
New York
$822K
OC
569
Oarsman Capital
Wisconsin
$810K
OC
570
Optima Capital
Oregon
$807K
WF
571
Warner Financial
Maryland
$802K
HP
572
Hilltop Partners
Indiana
$801K
SLP
573
Storen Legacy Partners
Indiana
$801K
RWA
574
Redhawk Wealth Advisors
Minnesota
$799K
APSI
575
Asset Planning Services Inc
Louisiana
$794K