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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
HI
601
Hendershot Investments
Virginia
$729K +$36.5K +1,293 +5%
SOS
602
Silver Oak Securities
Tennessee
$719K +$97.6K +3,457 +16%
CFD
603
Creative Financial Designs
Indiana
$710K +$50.3K +1,781 +8%
RRA
604
Red Reef Advisors
Florida
$709K +$703K +24,898 New
NA
605
Nautilus Advisors
California
$698K +$1.16K +41 +0.2%
BAM
606
Belpointe Asset Management
Nevada
$696K +$7.26K +257 +1%
AIM
607
Acropolis Investment Management
Missouri
$695K
WA
608
WP Advisors
California
$691K +$3.05K +108 +0.4%
MCC
609
Money Concepts Capital
Florida
$691K -$45.7K -1,620 -6%
EFA
610
Evernest Financial Advisors
Indiana
$688K +$1.33K +47 +0.2%
FSWA
611
Financial Synergies Wealth Advisors
Texas
$681K -$4.38K -155 -0.6%
WCM
612
Weaver Capital Management
Georgia
$678K -$3.31M -117,275 -83%
LJAC
613
L.J. Altfest & Co
New York
$670K -$33K -1,169 -5%
HIC
614
Holderness Investments Company
North Carolina
$670K -$367 -13 -0.1%
CIC
615
Carnegie Investment Counsel
Ohio
$666K +$420K +14,884 +175%
PA
616
Procyon Advisors
Connecticut
$665K -$33.2K -1,174 -5%
FA
617
Fiduciary Alliance
South Carolina
$653K +$45.8K +1,622 +8%
MA
618
Mutual Advisors
Nebraska
$652K -$11.6K -410 -2%
IP
619
Indivisible Partners
Florida
$650K +$645K +22,832 New
CIR
620
Clear Investment Research
Georgia
$649K
IIA
621
Integral Investment Advisors
California
$648K -$47.6K -1,685 -7%
LB
622
Legacy Bridge
Iowa
$645K -$8.47K -300 -1%
BBA
623
BLB&B Advisors
Pennsylvania
$642K -$83.2K -2,948 -12%
ZF
624
Zhang Financial
Michigan
$632K +$10.1K +359 +2%
BF
625
Brucke Financial
Indiana
$631K -$5.08K -180 -0.8%