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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
CIC
601
Carnegie Investment Counsel
Ohio
$666K
PA
602
Procyon Advisors
Connecticut
$665K
FA
603
Fiduciary Alliance
South Carolina
$653K
MA
604
Mutual Advisors
Nebraska
$652K
IP
605
Indivisible Partners
Florida
$650K
CIR
606
Clear Investment Research
Georgia
$649K
IIA
607
Integral Investment Advisors
California
$648K
LB
608
Legacy Bridge
Iowa
$645K
BBA
609
BLB&B Advisors
Pennsylvania
$642K
ZF
610
Zhang Financial
Michigan
$632K
BF
611
Brucke Financial
Indiana
$631K
TA
612
Tactive Advisors
Florida
$630K
BFS
613
Burkett Financial Services
South Carolina
$629K
AGWCA
614
Annis Gardner Whiting Capital Advisors
Florida
$627K
YIA
615
YHB Investment Advisors
Connecticut
$626K
ACM
616
Armbruster Capital Management
New York
$625K
AIM
617
Archer Investment Management
Texas
$621K
DIA
618
Dana Investment Advisors
Wisconsin
$619K
EW
619
Evoke Wealth
California
$618K
PSF
620
Pacific Sun Financial
California
$616K
Russell Investments Group
621
Russell Investments Group
United Kingdom
$615K
PFA
622
Petra Financial Advisors
Colorado
$613K
LTL
623
Lowery Thomas LLC
California
$613K
CPL
624
CAP Partners LLC
Tennessee
$612K
EFH
625
Eaton Financial Holdings
Florida
$610K