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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
TWA
701
Trellis Wealth Advisors
California
$496K
TW
702
TritonPoint Wealth
Maryland
$496K -$2.65K -94 -0.5%
PSB
703
Piscataqua Savings Bank
New Hampshire
$490K +$467K +16,535 +2,403%
RWM
704
Ritholtz Wealth Management
New York
$490K +$129K +4,566 +36%
AC
705
Addison Capital
Pennsylvania
$489K -$32.2K -1,139 -6%
MMA
706
Miracle Mile Advisors
California
$489K +$226K +7,989 +87%
JLBC
707
J.L. Bainbridge & Co
Florida
$488K -$9.04K -320 -2%
FF
708
Fairway Financial
Florida
$488K +$40.7K +1,443 +9%
RA
709
RFG Advisory
Alabama
$487K +$483K +17,088 New
Brown Advisory
710
Brown Advisory
Maryland
$485K +$188K +6,669 +64%
FAG
711
Fortitude Advisory Group
Washington
$482K -$34.1K -1,207 -7%
GWA
712
Geometric Wealth Advisors
District of Columbia
$480K +$10.3K +365 +2%
MA
713
MONECO Advisors
Connecticut
$478K -$25.2K -891 -5%
GCA
714
Genesee Capital Advisors
New York
$476K +$203K +7,172 +75%
HFO
715
Heritage Family Offices
Arizona
$476K +$472K +16,711 New
CCG
716
Chatham Capital Group
Georgia
$474K
KOC
717
Koss-Olinger Consulting
Florida
$474K -$5K -177 -1%
JWCA
718
J.W. Cole Advisors
Florida
$474K -$179K -6,340 -21%
HF
719
HRT Financial
New York
$473K +$75.3K +2,666 +19%
BIG
720
Brooklyn Investment Group
New York
$471K +$460K +16,282 New
HWA
721
Heritage Wealth Architects
Minnesota
$468K -$7.91K -280 -2%
TP
722
Tranquility Partners
Tennessee
$467K
APG
723
Abacus Planning Group
South Carolina
$467K +$85 +3 +0%
MIA
724
MeadowBrook Investment Advisors
Michigan
$466K +$2.26K +80 +0.5%
Citadel Advisors
725
Citadel Advisors
Florida
$464K -$2.52M -89,077 -85%