SCHA icon

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
OAM
751
Oppenheimer Asset Management
New York
$409K
HT
752
Heritage Trust
Oklahoma
$408K
CA
753
Continuum Advisory
Idaho
$405K
AIM
754
Advyzon Investment Management
Illinois
$404K
APW
755
Aurora Private Wealth
New Jersey
$404K
CCA
756
Clarity Capital Advisors
Florida
$404K
CWM
757
Cooke Wealth Management
California
$403K
USCWA
758
U.S. Capital Wealth Advisors
Texas
$403K
KFS
759
Kaizen Financial Strategies
California
$402K
GVAG
760
Great Valley Advisor Group
Delaware
$400K
PFA
761
Pathway Financial Advisors
Vermont
$399K
SMA
762
Seven Mile Advisory
New Jersey
$399K
SSA
763
Sierra Summit Advisors
Nevada
$393K
WC
764
Waterloo Capital
Texas
$393K
STA
765
Summit Trail Advisors
New York
$387K
FTUS
766
Flow Traders U.S.
New York
$386K
Fisher Asset Management
767
Fisher Asset Management
Washington
$385K
HCP
768
Hardin Capital Partners
South Carolina
$384K
Neuberger Berman Group
769
Neuberger Berman Group
New York
$383K
GCM
770
Glaxis Capital Management
Florida
$383K
SWA
771
SFMG Wealth Advisors
Texas
$382K
SAG
772
SageView Advisory Group
California
$379K
PD
773
Planning Directions
Pennsylvania
$379K
AAG
774
Asset Advisory Group
New Jersey
$378K
MWP
775
Meridian Wealth Partners
Pennsylvania
$377K