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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
LFAS
576
Level Four Advisory Services
Texas
$793K
CAM
577
Carret Asset Management
New York
$785K
D.E. Shaw & Co
578
D.E. Shaw & Co
New York
$784K
CHJWM
579
Carlton Hofferkamp & Jenks Wealth Management
Texas
$781K
SEM
580
Strategic Equity Management
Arizona
$771K
LF
581
LifePlan Financial
Minnesota
$765K
G
582
GuidedMoney
Wisconsin
$762K
PAM
583
Pegasus Asset Management
New York
$758K
YIM
584
Yoffe Investment Management
Pennsylvania
$756K
PFPG
585
Pinnacle Financial Partners (Georgia)
Georgia
$755K
WMWM
586
Whitaker-Myers Wealth Managers
Ohio
$744K
VAMG
587
Voisard Asset Management Group
Michigan
$743K
WIM
588
WealthPlan Investment Management
Nebraska
$743K
VWM
589
Vigilare Wealth Management
Arizona
$741K
LWM
590
Luminvest Wealth Management
Arizona
$734K
MAS
591
Madden Advisory Services
Florida
$734K
FF
592
Farnam Financial
Arizona
$730K
DTC
593
Davidson Trust Company
Washington
$729K
HI
594
Hendershot Investments
Virginia
$729K
SOS
595
Silver Oak Securities
Tennessee
$719K
CFD
596
Creative Financial Designs
Indiana
$710K
RRAL
597
RED REEF ADVISORS LLC
Florida
$709K
NA
598
Nautilus Advisors
California
$698K
BAM
599
Belpointe Asset Management
Nevada
$696K
AIM
600
Acropolis Investment Management
Missouri
$695K