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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
KOC
701
Koss-Olinger Consulting
Florida
$474K
JWCA
702
J.W. Cole Advisors
Florida
$474K
HF
703
HRT Financial
New York
$473K
BIG
704
Brooklyn Investment Group
New York
$471K
HWA
705
Heritage Wealth Architects
Minnesota
$468K
TP
706
Tranquility Partners
Tennessee
$467K
APG
707
Abacus Planning Group
South Carolina
$467K
MIA
708
MeadowBrook Investment Advisors
Michigan
$466K
Citadel Advisors
709
Citadel Advisors
Florida
$464K
FCA
710
Fortis Capital Advisors
Kansas
$462K
EK
711
Evensky & Katz
Florida
$460K
MFF
712
Michels Family Financial
Texas
$460K
PFS
713
Prospera Financial Services
Texas
$459K
LIA
714
LBMC Investment Advisors
Tennessee
$458K
IIA
715
Integrity Investment Advisors
Colorado
$455K
ODIJL
716
One Day In July LLC
Vermont
$453K
DADC
717
D.A. Davidson & Co
Montana
$452K
DM
718
Diversified Management
Wisconsin
$448K
PHIC
719
Pine Haven Investment Counsel
Massachusetts
$448K
HCP
720
Hexagon Capital Partners
Arkansas
$446K
QWM
721
Quadcap Wealth Management
Texas
$446K
BA
722
Bridgewater Advisors
New York
$442K
BFS
723
Bradley Foster & Sargent
Connecticut
$442K
RWIA
724
Roger Wittlin Investment Advisory
California
$442K
SAW
725
Signal Advisors Wealth
Michigan
$441K