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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
LIA
651
Lynx Investment Advisory
District of Columbia
$592K +$56.2K +1,990 +11%
CW
652
Cooksen Wealth
Texas
$589K -$2.85K -101 -0.5%
FWP
653
Flatrock Wealth Partners
California
$589K +$584K +20,671 New
SFG
654
Sovereign Financial Group
Connecticut
$586K +$11K +389 +2%
SWM
655
Selby Wealth Management
California
$585K +$580K +20,530 New
PSP
656
Pacific Sage Partners
Washington
$582K +$339 +12 +0.1%
FA
657
Fermata Advisors
California
$581K -$25.8K -912 -4%
EAM
658
Evanson Asset Management
California
$581K +$5K +177 +0.9%
CCM
659
Condor Capital Management
New Jersey
$581K -$678 -24 -0.1%
WMA
660
William Mack & Associates
Michigan
$580K +$2.57K +91 +0.4%
HIP
661
HUB Investment Partners
Texas
$580K +$54K +1,913 +10%
EI
662
Ellevest Inc
New York
$580K +$13.6K +483 +2%
SWM
663
Stockman Wealth Management
Montana
$579K +$14.1K +500 +3%
BFP
664
Birchwood Financial Partners
Minnesota
$578K +$573K +20,301 New
SRC
665
Sage Rhino Capital
California
$575K +$424 +15 +0.1%
SFG
666
SNS Financial Group
Minnesota
$573K -$43.9K -1,553 -7%
EAM
667
Everstar Asset Management
North Carolina
$572K
CWA
668
Cornerstone Wealth Advisors
Minnesota
$570K -$8.33K -295 -1%
AA
669
Aire Advisors
California
$570K
BCMLT
670
Beacon Capital Management LLC (Tennessee)
Tennessee
$566K +$89K +3,151 +19%
CIA
671
Capital Investment Advisors
Georgia
$560K -$7.96K -282 -1%
LGWM
672
Litman Gregory Wealth Management
California
$559K -$34.9K -1,237 -6%
TAM
673
Townsend Asset Management
North Carolina
$558K +$85 +3 +0%
CA
674
CWC Advisors
Oregon
$557K -$1.47K -52 -0.3%
FLPIM
675
F.L. Putnam Investment Management
Massachusetts
$556K +$551K +19,509 New