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Schwab U.S Small- Cap ETF

1,220 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, 439 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%37.37% (+4.7%)

7% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 439

Holders
1,220
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
DIA
626
Dana Investment Advisors
Wisconsin
$619K
EW
627
Evoke Wealth
California
$618K
PSF
628
Pacific Sun Financial
California
$616K
Russell Investments Group
629
Russell Investments Group
United Kingdom
$615K
PFA
630
Petra Financial Advisors
Colorado
$613K
LTL
631
Lowery Thomas LLC
California
$613K
CPL
632
CAP Partners LLC
Tennessee
$612K
EFH
633
Eaton Financial Holdings
Florida
$610K
GFA
634
Gallagher Fiduciary Advisors
Illinois
$606K
SG
635
StoneX Group
New York
$605K
RWM
636
Rialto Wealth Management
New York
$604K
AOWM
637
Asset One Wealth Management
Washington
$603K
MWM
638
Moran Wealth Management
Florida
$597K
PS
639
Principal Securities
Iowa
$596K
GT
640
Glenmede Trust
Pennsylvania
$596K
FWM
641
Finer Wealth Management
Massachusetts
$594K
PI
642
PFG Investments
New York
$594K
JCM
643
Jacobi Capital Management
Pennsylvania
$593K
LIA
644
Lynx Investment Advisory
District of Columbia
$592K
CW
645
Cooksen Wealth
Texas
$589K
SFG
646
Sovereign Financial Group
Connecticut
$586K
SWM
647
Selby Wealth Management
California
$585K
PSP
648
Pacific Sage Partners
Washington
$582K
FA
649
Fermata Advisors
California
$581K
EAM
650
Evanson Asset Management
California
$581K