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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
CCM
651
Condor Capital Management
New Jersey
$581K
WMA
652
William Mack & Associates
Michigan
$580K
HIP
653
HUB Investment Partners
Texas
$580K
EI
654
Ellevest Inc
New York
$580K
SWM
655
Stockman Wealth Management
Montana
$579K
BFP
656
Birchwood Financial Partners
Minnesota
$578K
SRC
657
Sage Rhino Capital
California
$575K
SFG
658
SNS Financial Group
Minnesota
$573K
EAM
659
Everstar Asset Management
North Carolina
$572K
CWA
660
Cornerstone Wealth Advisors
Minnesota
$570K
AA
661
Aire Advisors
California
$570K
BCMLT
662
Beacon Capital Management LLC (Tennessee)
Tennessee
$566K
CIA
663
Capital Investment Advisors
Georgia
$560K
LGWM
664
Litman Gregory Wealth Management
California
$559K
TAM
665
Townsend Asset Management
North Carolina
$558K
CA
666
CWC Advisors
Oregon
$557K
FLPIM
667
F.L. Putnam Investment Management
Massachusetts
$556K
TIA
668
Tiemann Investment Advisors
California
$551K
WW
669
Waterfront Wealth
Kansas
$549K
BFA
670
Beaumont Financial Advisors
Massachusetts
$548K
AWA
671
Acorn Wealth Advisors
Michigan
$547K
PFBT
672
Parkside Financial Bank & Trust
Missouri
$544K
CMAI
673
Capital Management Associates Inc
Minnesota
$537K
HTC
674
Haverford Trust Company
Pennsylvania
$536K
SSW
675
Stone Summit Wealth
Florida
$534K