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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
CWRP
626
Cassady Wealth & Retirement Planning
Nevada
$630K +$625K +22,125 New
TA
627
Tactive Advisors
Florida
$630K +$65.6K +2,322 +12%
BFS
628
Burkett Financial Services
South Carolina
$629K -$48.3K -1,711 -7%
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$627K -$28.2K -1,000 -4%
YIA
630
YHB Investment Advisors
Connecticut
$626K -$44.3K -1,570 -7%
ACM
631
Armbruster Capital Management
New York
$625K
AIM
632
Archer Investment Management
Texas
$621K -$367K -12,998 -37%
DIA
633
Dana Investment Advisors
Wisconsin
$619K -$5.14K -182 -0.8%
EW
634
Evoke Wealth
California
$618K -$2.82K -100 -0.5%
PSF
635
Pacific Sun Financial
California
$616K -$31.9K -1,130 -5%
Russell Investments Group
636
Russell Investments Group
United Kingdom
$615K +$38K +1,345 +7%
PFA
637
Petra Financial Advisors
Colorado
$613K +$26.4K +936 +5%
LTL
638
Lowery Thomas LLC
California
$613K +$24.4K +865 +4%
CPL
639
CAP Partners LLC
Tennessee
$612K -$18.8K -664 -3%
EFH
640
Eaton Financial Holdings
Florida
$610K +$45.3K +1,605 +8%
GFA
641
Gallagher Fiduciary Advisors
Illinois
$606K +$46.4K +1,642 +8%
SG
642
StoneX Group
New York
$605K -$82.3K -2,913 -12%
RWM
643
Rialto Wealth Management
New York
$604K +$81.8K +2,895 +16%
AOWM
644
Asset One Wealth Management
Washington
$603K +$560K +19,829 New
MWM
645
Moran Wealth Management
Florida
$597K +$212K +7,518 +56%
PS
646
Principal Securities
Iowa
$596K -$8.87K -314 -1%
GT
647
Glenmede Trust
Pennsylvania
$596K +$591K +20,936 New
FWM
648
Finer Wealth Management
Massachusetts
$594K -$257K -9,096 -30%
PI
649
PFG Investments
New York
$594K +$17.8K +629 +3%
JCM
650
Jacobi Capital Management
Pennsylvania
$593K -$424 -15 -0.1%