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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
TIA
676
Tiemann Investment Advisors
California
$551K
WW
677
Waterfront Wealth
Kansas
$549K -$5.03K -178 -1%
BFA
678
Beaumont Financial Advisors
Massachusetts
$548K +$141 +5 +0%
AWA
679
Acorn Wealth Advisors
Michigan
$547K -$45.4K -1,607 -8%
PFBT
680
Parkside Financial Bank & Trust
Missouri
$544K -$5.37K -190 -1%
CMAI
681
Capital Management Associates Inc
Minnesota
$537K -$54K -1,913 -9%
HTC
682
Haverford Trust Company
Pennsylvania
$536K +$48.1K +1,704 +10%
SSW
683
Stone Summit Wealth
Florida
$534K -$28.1K -994 -5%
CTA
684
Chesley Taft & Associates
Illinois
$533K
GWANC
685
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K +$3.56K +126 +0.7%
RFP
686
Root Financial Partners
California
$525K +$162K +5,729 +45%
KP
687
Keel Point
Alabama
$525K +$19.3K +684 +4%
MA
688
MJP Associates
Connecticut
$522K -$1.5K -53 -0.3%
RPGK
689
Retirement Planning Group (Kansas)
Kansas
$518K +$11.4K +404 +2%
SWM
690
Silverlake Wealth Management
Vermont
$517K +$24.5K +868 +5%
BIA
691
Bigelow Investment Advisors
Maine
$517K -$34.8K -1,232 -6%
TWM
692
Thrive Wealth Management
Pennsylvania
$515K +$34.4K +1,219 +7%
LFG
693
Leverty Financial Group
Wisconsin
$511K -$72.8K -2,578 -13%
BI
694
Berkeley Inc
Idaho
$511K -$33.4K -1,182 -6%
GWM
695
Gilpin Wealth Management
Colorado
$509K +$504K +17,865 New
EWM
696
Evermay Wealth Management
Virginia
$508K +$1.13K +40 +0.2%
PCM
697
Pennsylvania Capital Management
Pennsylvania
$506K +$33K +1,170 +7%
SA
698
Stewardship Advisors
Pennsylvania
$504K +$734 +26 +0.1%
Envestnet Portfolio Solutions
699
Envestnet Portfolio Solutions
Illinois
$501K -$1.04K -37 -0.2%
AL
700
Aspiriant LLC
California
$500K +$134K +4,756 +37%