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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
CTA
676
Chesley Taft & Associates
Illinois
$533K
GWANC
677
Guardian Wealth Advisors (North Carolina)
North Carolina
$529K
RFP
678
Root Financial Partners
California
$525K
KP
679
Keel Point
Alabama
$525K
MA
680
MJP Associates
Connecticut
$522K
RPGK
681
Retirement Planning Group (Kansas)
Kansas
$518K
SWM
682
Silverlake Wealth Management
Vermont
$517K
BIA
683
Bigelow Investment Advisors
Maine
$517K
TWM
684
Thrive Wealth Management
Pennsylvania
$515K
LFG
685
Leverty Financial Group
Wisconsin
$511K
BI
686
Berkeley Inc
Idaho
$511K
GWM
687
Gilpin Wealth Management
Colorado
$509K
EWM
688
Evermay Wealth Management
Virginia
$508K
PCM
689
Pennsylvania Capital Management
Pennsylvania
$506K
SA
690
Stewardship Advisors
Pennsylvania
$504K
Envestnet Portfolio Solutions
691
Envestnet Portfolio Solutions
Illinois
$501K
AL
692
Aspiriant LLC
California
$500K
TWA
693
Trellis Wealth Advisors
California
$496K
TW
694
TritonPoint Wealth
Maryland
$496K
PSB
695
Piscataqua Savings Bank
New Hampshire
$490K
RWM
696
Ritholtz Wealth Management
New York
$490K
AC
697
Addison Capital
Pennsylvania
$489K
MMA
698
Miracle Mile Advisors
California
$489K
JLBC
699
J.L. Bainbridge & Co
Florida
$488K
FF
700
Fairway Financial
Florida
$488K