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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
OC
576
Oarsman Capital
Wisconsin
$810K -$50.8K -1,800 -6%
OC
577
Optima Capital
Oregon
$807K +$56.5K +2,000 +8%
WF
578
Warner Financial
Maryland
$802K +$23.4K +830 +3%
HP
579
Hilltop Partners
Indiana
$801K -$2.99K -106 -0.4%
SLP
580
Storen Legacy Partners
Indiana
$801K +$794K +28,123 New
RWA
581
Redhawk Wealth Advisors
Minnesota
$799K -$632K -22,397 -44%
APSI
582
Asset Planning Services Inc
Louisiana
$794K -$48.3K -1,710 -6%
LFAS
583
Level Four Advisory Services
Texas
$793K +$45.1K +1,598 +6%
CAM
584
Carret Asset Management
New York
$785K +$90.1K +3,189 +13%
D.E. Shaw & Co
585
D.E. Shaw & Co
New York
$784K +$777K +27,527 New
CHJWM
586
Carlton Hofferkamp & Jenks Wealth Management
Texas
$781K -$1.92K -68 -0.2%
SEM
587
Strategic Equity Management
Arizona
$771K -$147K -5,208 -16%
LF
588
LifePlan Financial
Minnesota
$765K -$16.4K -581 -2%
G
589
GuidedMoney
Wisconsin
$762K +$755K +26,752 New
PAM
590
Pegasus Asset Management
New York
$758K +$59.2K +2,097 +9%
YIM
591
Yoffe Investment Management
Pennsylvania
$756K
PFPG
592
Pinnacle Financial Partners (Georgia)
Georgia
$755K +$748K +26,498 New
WMWM
593
Whitaker-Myers Wealth Managers
Ohio
$744K -$82.1K -2,909 -10%
VAMG
594
Voisard Asset Management Group
Michigan
$743K -$4.97K -176 -0.7%
WIM
595
WealthPlan Investment Management
Nebraska
$743K +$1.1K +39 +0.1%
VWM
596
Vigilare Wealth Management
Arizona
$741K +$735K +26,029 New
LWM
597
Luminvest Wealth Management
Arizona
$734K
MAS
598
Madden Advisory Services
Florida
$734K -$282 -10 -0%
FF
599
Farnam Financial
Arizona
$730K +$69.8K +2,473 +11%
DTC
600
Davidson Trust Company
Washington
$729K