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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
LWMT
51
Legacy Wealth Management (Tennessee)
Tennessee
$24.1M
FI
52
FIDELIS iM
Oregon
$23.4M
CPIG
53
Chicago Partners Investment Group
Illinois
$23.3M
JF
54
Joule Financial
Kentucky
$22.9M
CST
55
Charles Schwab Trust
Nevada
$22.3M
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.7M
JIC
57
Johnson Investment Counsel
Ohio
$21.7M
WCFP
58
White & Co Financial Planning
Washington
$21M
Raymond James Financial
59
Raymond James Financial
Florida
$20.8M
VWA
60
Visionary Wealth Advisors
Illinois
$20.6M
ONB
61
Old National Bancorp
Indiana
$20.4M
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$20.4M
ETC
63
Exchange Traded Concepts
Oklahoma
$20.4M
SFP
64
Strategic Financial Planning
Texas
$20.1M
ACA
65
Ascension Capital Advisors
Texas
$19.9M
SFG
66
Sage Financial Group
Pennsylvania
$19.8M
WA
67
Waterford Advisors
New York
$19.2M
MFG
68
Merit Financial Group
Georgia
$18.1M
BSB
69
Bangor Savings Bank
Maine
$17.6M
CCA
70
Clearwater Capital Advisors
Illinois
$17.4M
State Farm Mutual Automobile Insurance
71
State Farm Mutual Automobile Insurance
Illinois
$17M
ZRP
72
Zynergy Retirement Planning
New Jersey
$16.6M
SWRP
73
Summit Wealth & Retirement Planning
California
$16.5M
MSFS
74
Main Street Financial Solutions
Pennsylvania
$16.3M
MWM
75
Modern Wealth Management
Kansas
$16M