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Schwab U.S Small- Cap ETF

1,237 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: 1,1641,237 (+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
1,237
Holders Change
+73
Holders Change %
+6.27%
% of All Funds
15.05%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.82%
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
FI
51
FIDELIS iM
Oregon
$23.4M +$18.7M +661,509 +410%
CPIG
52
Chicago Partners Investment Group
Illinois
$23.3M +$2M +70,849 +10%
JF
53
Joule Financial
Kentucky
$22.9M -$701K -24,833 -3%
CST
54
Charles Schwab Trust
Nevada
$22.3M +$1.04M +36,767 +5%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$21.7M -$1.83M -64,757 -8%
JIC
56
Johnson Investment Counsel
Ohio
$21.7M +$1.61M +56,874 +8%
WCFP
57
White & Co Financial Planning
Washington
$21M -$9.21K -326 -0%
Raymond James Financial
58
Raymond James Financial
Florida
$20.8M +$301K +10,656 +1%
VWA
59
Visionary Wealth Advisors
Illinois
$20.6M +$363K +12,867 +2%
ONB
60
Old National Bancorp
Indiana
$20.4M +$457K +16,193 +2%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$20.4M +$2.59M +91,724 +15%
ETC
62
Exchange Traded Concepts
Oklahoma
$20.4M +$1.87M +66,194 +10%
SFP
63
Strategic Financial Planning
Texas
$20.1M -$1.06M -37,546 -5%
ACA
64
Ascension Capital Advisors
Texas
$19.9M +$2.34M +83,008 +13%
SFG
65
Sage Financial Group
Pennsylvania
$19.8M -$97.6K -3,457 -0.5%
WA
66
Waterford Advisors
New York
$19.2M -$292K -10,342 -2%
MFG
67
Merit Financial Group
Georgia
$18.1M +$5.65M +200,050 +46%
BSB
68
Bangor Savings Bank
Maine
$17.6M -$87.6K -3,102 -0.5%
CCA
69
Clearwater Capital Advisors
Illinois
$17.4M +$116K +4,104 +0.7%
State Farm Mutual Automobile Insurance
70
State Farm Mutual Automobile Insurance
Illinois
$17M +$8.67M +307,162 +106%
ZRP
71
Zynergy Retirement Planning
New Jersey
$16.6M +$295K +10,442 +2%
SWRP
72
Summit Wealth & Retirement Planning
California
$16.5M +$86.6K +3,065 +0.5%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$16.3M -$905K -32,034 -5%
MWM
74
Modern Wealth Management
Kansas
$16M -$201K -7,135 -1%
MTC
75
Matrix Trust Company
Colorado
$15.7M +$227K +8,028 +1%