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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
EAM
651
Everstar Asset Management
North Carolina
$572K
CWA
652
Cornerstone Wealth Advisors
Minnesota
$570K
AA
653
Aire Advisors
California
$570K
BCMLT
654
Beacon Capital Management LLC (Tennessee)
Tennessee
$566K
CIA
655
Capital Investment Advisors
Georgia
$560K
LGWM
656
Litman Gregory Wealth Management
California
$559K
TAM
657
Townsend Asset Management
North Carolina
$558K
CA
658
CWC Advisors
Oregon
$557K
FLPIM
659
F.L. Putnam Investment Management
Massachusetts
$556K
TIA
660
Tiemann Investment Advisors
California
$551K
WW
661
Waterfront Wealth
Kansas
$549K
BFA
662
Beaumont Financial Advisors
Massachusetts
$548K
AWA
663
Acorn Wealth Advisors
Michigan
$547K
PFBT
664
Parkside Financial Bank & Trust
Missouri
$544K
CMAI
665
Capital Management Associates Inc
Minnesota
$537K
HTC
666
Haverford Trust Company
Pennsylvania
$536K
SSW
667
Stone Summit Wealth
Florida
$534K
CTA
668
Chesley Taft & Associates
Illinois
$533K
GWANC
669
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K
RFP
670
Root Financial Partners
California
$525K
KP
671
Keel Point
Alabama
$525K
MA
672
MJP Associates
Connecticut
$522K
RPGK
673
Retirement Planning Group (Kansas)
Kansas
$518K
SWM
674
Silverlake Wealth Management
Vermont
$517K
BIA
675
Bigelow Investment Advisors
Maine
$517K