SCHA icon

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
RA
701
RFG Advisory
Alabama
$487K
Brown Advisory
702
Brown Advisory
Maryland
$485K
FAG
703
Fortitude Advisory Group
Washington
$482K
GWA
704
Geometric Wealth Advisors
District of Columbia
$480K
MA
705
MONECO Advisors
Connecticut
$478K
GCA
706
Genesee Capital Advisors
New York
$476K
HFO
707
Heritage Family Offices
Arizona
$476K
CCG
708
Chatham Capital Group
Georgia
$474K
KOC
709
Koss-Olinger Consulting
Florida
$474K
JWCA
710
J.W. Cole Advisors
Florida
$474K
HF
711
HRT Financial
New York
$473K
BIG
712
Brooklyn Investment Group
New York
$471K
HWA
713
Heritage Wealth Architects
Minnesota
$468K
TP
714
Tranquility Partners
Tennessee
$467K
APG
715
Abacus Planning Group
South Carolina
$467K
MIA
716
MeadowBrook Investment Advisors
Michigan
$466K
Citadel Advisors
717
Citadel Advisors
Florida
$464K
FCA
718
Fortis Capital Advisors
Kansas
$462K
EK
719
Evensky & Katz
Florida
$460K
MFF
720
Michels Family Financial
Texas
$460K
PFS
721
Prospera Financial Services
Texas
$459K
LIA
722
LBMC Investment Advisors
Tennessee
$458K
IIA
723
Integrity Investment Advisors
Colorado
$455K
ODIJL
724
One Day In July LLC
Vermont
$453K
DADC
725
D.A. Davidson & Co
Montana
$452K