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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
TWM
676
Thrive Wealth Management
Pennsylvania
$515K
LFG
677
Leverty Financial Group
Wisconsin
$511K
BI
678
Berkeley Inc
Idaho
$511K
GWM
679
Gilpin Wealth Management
Colorado
$509K
EWM
680
Evermay Wealth Management
Virginia
$508K
PCM
681
Pennsylvania Capital Management
Pennsylvania
$506K
SA
682
Stewardship Advisors
Pennsylvania
$504K
Envestnet Portfolio Solutions
683
Envestnet Portfolio Solutions
Illinois
$501K
AL
684
Aspiriant LLC
California
$500K
TWA
685
Trellis Wealth Advisors
California
$496K
TW
686
TritonPoint Wealth
Maryland
$496K
PSB
687
Piscataqua Savings Bank
New Hampshire
$490K
RWM
688
Ritholtz Wealth Management
New York
$490K
AC
689
Addison Capital
Pennsylvania
$489K
MMA
690
Miracle Mile Advisors
California
$489K
JLBC
691
J.L. Bainbridge & Co
Florida
$488K
FF
692
Fairway Financial
Florida
$488K
RA
693
RFG Advisory
Alabama
$487K
Brown Advisory
694
Brown Advisory
Maryland
$485K
FAG
695
Fortitude Advisory Group
Washington
$482K
GWA
696
Geometric Wealth Advisors
District of Columbia
$480K
MA
697
MONECO Advisors
Connecticut
$478K
GCA
698
Genesee Capital Advisors
New York
$476K
HFO
699
Heritage Family Offices
Arizona
$476K
CCG
700
Chatham Capital Group
Georgia
$474K