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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
MPIA
726
Milestones Private Investment Advisors
New York
$441K
PWP
727
Principle Wealth Partners
Connecticut
$441K
BEI
728
Benjamin Edwards Inc
Missouri
$439K
CAL
729
Capital Advisors Ltd
Ohio
$438K
CSP
730
Cary Street Partners
Virginia
$436K
CCC
731
Compass Capital Corp
Massachusetts
$436K
PMSA
732
Patrick M. Sweeney & Associates
Illinois
$435K
MCP
733
Mirador Capital Partners
California
$434K
BFC
734
Bedel Financial Consulting
Indiana
$431K
CAG
735
Curtis Advisory Group
California
$430K
CW
736
CreativeOne Wealth
Kansas
$429K
BFG
737
Berger Financial Group
Minnesota
$425K
BW
738
BIP Wealth
Georgia
$425K
SPIA
739
Steward Partners Investment Advisory
New York
$422K
JWM
740
Jeppson Wealth Management
California
$421K
RA
741
Ruggaard & Associates
Ohio
$419K
OFS
742
Opus Financial Solutions
Illinois
$418K
PFA
743
Pure Financial Advisors
California
$417K
GWSA
744
Global Wealth Strategies & Associates
Colorado
$416K
XWL
745
XXI Wealth LLC
Illinois
$416K
VFG
746
Victory Financial Group
Texas
$415K
Northern Trust
747
Northern Trust
Illinois
$415K
HWA
748
HCR Wealth Advisors
California
$414K
CFO
749
Callan Family Office
Pennsylvania
$414K
PA
750
Planning Alternatives
Michigan
$412K