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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
GFA
626
Gallagher Fiduciary Advisors
Illinois
$606K
SG
627
StoneX Group
New York
$605K
RWM
628
Rialto Wealth Management
New York
$604K
AOWM
629
Asset One Wealth Management
Washington
$603K
MWM
630
Moran Wealth Management
Florida
$597K
PS
631
Principal Securities
Iowa
$596K
GT
632
Glenmede Trust
Pennsylvania
$596K
FWM
633
Finer Wealth Management
Massachusetts
$594K
PI
634
PFG Investments
New York
$594K
JCM
635
Jacobi Capital Management
Pennsylvania
$593K
LIA
636
Lynx Investment Advisory
District of Columbia
$592K
CW
637
Cooksen Wealth
Texas
$589K
SFG
638
Sovereign Financial Group
Connecticut
$586K
SWM
639
Selby Wealth Management
California
$585K
PSP
640
Pacific Sage Partners
Washington
$582K
FA
641
Fermata Advisors
California
$581K
EAM
642
Evanson Asset Management
California
$581K
CCM
643
Condor Capital Management
New Jersey
$581K
WMA
644
William Mack & Associates
Michigan
$580K
HIP
645
HUB Investment Partners
Texas
$580K
EI
646
Ellevest Inc
New York
$580K
SWM
647
Stockman Wealth Management
Montana
$579K
BFP
648
Birchwood Financial Partners
Minnesota
$578K
SRC
649
Sage Rhino Capital
California
$575K
SFG
650
SNS Financial Group
Minnesota
$573K