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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
GL
576
GuidedMoney, LLC
Wisconsin
$762K
PAM
577
Pegasus Asset Management
New York
$758K
YIM
578
Yoffe Investment Management
Pennsylvania
$756K
PFPG
579
Pinnacle Financial Partners (Georgia)
Georgia
$755K
WMWM
580
Whitaker-Myers Wealth Managers
Ohio
$744K
VAMG
581
Voisard Asset Management Group
Michigan
$743K
WIM
582
WealthPlan Investment Management
Nebraska
$743K
VWM
583
Vigilare Wealth Management
Arizona
$741K
LWM
584
Luminvest Wealth Management
Arizona
$734K
MAS
585
Madden Advisory Services
Florida
$734K
FF
586
Farnam Financial
Arizona
$730K
DTC
587
Davidson Trust Company
Washington
$729K
HI
588
Hendershot Investments
Virginia
$729K
SOS
589
Silver Oak Securities
Tennessee
$719K
CFD
590
Creative Financial Designs
Indiana
$710K
NA
591
Nautilus Advisors
California
$698K
BAM
592
Belpointe Asset Management
Nevada
$696K
AIM
593
Acropolis Investment Management
Missouri
$695K
WA
594
WP Advisors
California
$691K
MCC
595
Money Concepts Capital
Florida
$691K
EFA
596
Evernest Financial Advisors
Indiana
$688K
FSWA
597
Financial Synergies Wealth Advisors
Texas
$681K
WCM
598
Weaver Capital Management
Georgia
$678K
LJAC
599
L.J. Altfest & Co
New York
$670K
HIC
600
Holderness Investments Company
North Carolina
$670K