We are live on ! Find out more
SCHA icon

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
BFC
751
Bedel Financial Consulting
Indiana
$431K -$5.14K -182 -1%
CAG
752
Curtis Advisory Group
California
$430K -$6.75K -239 -2%
CW
753
CreativeOne Wealth
Kansas
$429K -$12.5K -443 -3%
BFG
754
Berger Financial Group
Minnesota
$425K -$537 -19 -0.1%
BW
755
BIP Wealth
Georgia
$425K +$28 +1 +0%
SPIA
756
Steward Partners Investment Advisory
New York
$422K +$170K +6,030 +69%
JWM
757
Jeppson Wealth Management
California
$421K
RA
758
Ruggaard & Associates
Ohio
$419K -$36.7K -1,300 -8%
OFS
759
Opus Financial Solutions
Illinois
$418K +$414K +14,674 New
PFA
760
Pure Financial Advisors
California
$417K -$167K -5,920 -29%
GWSA
761
Global Wealth Strategies & Associates
Colorado
$416K -$22.1K -784 -5%
XWL
762
XXI Wealth LLC
Illinois
$416K +$412K +14,598 New
VFG
763
Victory Financial Group
Texas
$415K +$412K +14,575 New
Northern Trust
764
Northern Trust
Illinois
$415K -$113K -4,005 -22%
HWA
765
HCR Wealth Advisors
California
$414K +$61.1K +2,162 +17%
CFO
766
Callan Family Office
Pennsylvania
$414K
PA
767
Planning Alternatives
Michigan
$412K -$3.3K -117 -0.8%
OAM
768
Oppenheimer Asset Management
New York
$409K +$4.09K +145 +1%
HT
769
Heritage Trust
Oklahoma
$408K
CA
770
Continuum Advisory
Idaho
$405K +$593 +21 +0.1%
AIM
771
Advyzon Investment Management
Illinois
$404K +$58.3K +2,065 +17%
APW
772
Aurora Private Wealth
New Jersey
$404K +$401K +14,190 New
CCA
773
Clarity Capital Advisors
Florida
$404K +$1.78K +63 +0.4%
CWM
774
Cooke Wealth Management
California
$403K +$375K +13,296 New
USCWA
775
U.S. Capital Wealth Advisors
Texas
$403K -$40K -1,416 -9%