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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
DM
726
Diversified Management
Wisconsin
$448K
PHIC
727
Pine Haven Investment Counsel
Massachusetts
$448K
HCP
728
Hexagon Capital Partners
Arkansas
$446K
QWM
729
Quadcap Wealth Management
Texas
$446K
BA
730
Bridgewater Advisors
New York
$442K
BFS
731
Bradley Foster & Sargent
Connecticut
$442K
RWIA
732
Roger Wittlin Investment Advisory
California
$442K
SAW
733
Signal Advisors Wealth
Michigan
$441K
MPIA
734
Milestones Private Investment Advisors
New York
$441K
PWP
735
Principle Wealth Partners
Connecticut
$441K
BEI
736
Benjamin Edwards Inc
Missouri
$439K
CAL
737
Capital Advisors Ltd
Ohio
$438K
CSP
738
Cary Street Partners
Virginia
$436K
CCC
739
Compass Capital Corp
Massachusetts
$436K
PMSA
740
Patrick M. Sweeney & Associates
Illinois
$435K
MCP
741
Mirador Capital Partners
California
$434K
BFC
742
Bedel Financial Consulting
Indiana
$431K
CAG
743
Curtis Advisory Group
California
$430K
CW
744
CreativeOne Wealth
Kansas
$429K
BFG
745
Berger Financial Group
Minnesota
$425K
BW
746
BIP Wealth
Georgia
$425K
SPIA
747
Steward Partners Investment Advisory
New York
$422K
JWM
748
Jeppson Wealth Management
California
$421K
RA
749
Ruggaard & Associates
Ohio
$419K
OFS
750
Opus Financial Solutions
Illinois
$418K