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Schwab U.S Small- Cap ETF

1,221 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, 440 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%37.38% (+4.7%)

6% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 440

Holders
1,221
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
AIM
601
Acropolis Investment Management
Missouri
$695K
WA
602
WP Advisors
California
$691K
MCC
603
Money Concepts Capital
Florida
$691K
EFA
604
Evernest Financial Advisors
Indiana
$688K
FSWA
605
Financial Synergies Wealth Advisors
Texas
$681K
WCM
606
Weaver Capital Management
Georgia
$678K
LJAC
607
L.J. Altfest & Co
New York
$670K
HIC
608
Holderness Investments Company
North Carolina
$670K
CIC
609
Carnegie Investment Counsel
Ohio
$666K
PA
610
Procyon Advisors
Connecticut
$665K
FA
611
Fiduciary Alliance
South Carolina
$653K
MA
612
Mutual Advisors
Nebraska
$652K
IP
613
Indivisible Partners
Florida
$650K
CIR
614
Clear Investment Research
Georgia
$649K
IIA
615
Integral Investment Advisors
California
$648K
LB
616
Legacy Bridge
Iowa
$645K
BBA
617
BLB&B Advisors
Pennsylvania
$642K
ZF
618
Zhang Financial
Michigan
$632K
BF
619
Brucke Financial
Indiana
$631K
CWRPL
620
Cassady Wealth & Retirement Planning, LLC
Nevada
$630K
TA
621
Tactive Advisors
Florida
$630K
BFS
622
Burkett Financial Services
South Carolina
$629K
AGWCA
623
Annis Gardner Whiting Capital Advisors
Florida
$627K
YIA
624
YHB Investment Advisors
Connecticut
$626K
ACM
625
Armbruster Capital Management
New York
$625K