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Schwab U.S Small- Cap ETF

1,238 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: 1,1651,238 (+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
1,238
Holders Change
+73
Holders Change %
+6.27%
% of All Funds
15.06%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.81%
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
FCA
726
Fortis Capital Advisors
Kansas
$462K +$10.8K +382 +2%
EK
727
Evensky & Katz
Florida
$460K +$1.33K +47 +0.3%
MFF
728
Michels Family Financial
Texas
$460K +$1.89K +67 +0.4%
PFS
729
Prospera Financial Services
Texas
$459K -$59K -2,088 -11%
LIA
730
LBMC Investment Advisors
Tennessee
$458K
IIA
731
Integrity Investment Advisors
Colorado
$455K +$451K +15,968 New
ODIJL
732
One Day In July LLC
Vermont
$453K -$15.6K -553 -3%
DADC
733
D.A. Davidson & Co
Montana
$452K +$9.04K +320 +2%
DM
734
Diversified Management
Wisconsin
$448K +$444K +15,728 New
PHIC
735
Pine Haven Investment Counsel
Massachusetts
$448K
HCP
736
Hexagon Capital Partners
Arkansas
$446K +$56.9K +2,015 +15%
QWM
737
Quadcap Wealth Management
Texas
$446K
BA
738
Bridgewater Advisors
New York
$442K -$40K -1,417 -9%
BFS
739
Bradley Foster & Sargent
Connecticut
$442K
RWIA
740
Roger Wittlin Investment Advisory
California
$442K -$960 -34 -0.2%
SAW
741
Signal Advisors Wealth
Michigan
$441K -$14.8K -523 -3%
MPIA
742
Milestones Private Investment Advisors
New York
$441K +$1.5K +53 +0.3%
PWP
743
Principle Wealth Partners
Connecticut
$441K
BEI
744
Benjamin Edwards Inc
Missouri
$439K -$46.5K -1,648 -10%
CAL
745
Capital Advisors Ltd
Ohio
$438K
CSP
746
Cary Street Partners
Virginia
$436K +$109K +3,853 +34%
CCC
747
Compass Capital Corp
Massachusetts
$436K -$9.04K -320 -2%
PMSA
748
Patrick M. Sweeney & Associates
Illinois
$435K +$32.8K +1,162 +8%
MCP
749
Mirador Capital Partners
California
$434K +$28.5K +1,009 +7%
FNBOMD
750
First National Bank of Mount Dora
Florida
$433K