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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
PFA
751
Pure Financial Advisors
California
$417K
GWSA
752
Global Wealth Strategies & Associates
Colorado
$416K
XWL
753
XXI Wealth LLC
Illinois
$416K
VFG
754
Victory Financial Group
Texas
$415K
Northern Trust
755
Northern Trust
Illinois
$415K
HWA
756
HCR Wealth Advisors
California
$414K
CFO
757
Callan Family Office
Pennsylvania
$414K
PA
758
Planning Alternatives
Michigan
$412K
OAM
759
Oppenheimer Asset Management
New York
$409K
HT
760
Heritage Trust
Oklahoma
$408K
CA
761
Continuum Advisory
Idaho
$405K
AIM
762
Advyzon Investment Management
Illinois
$404K
APW
763
Aurora Private Wealth
New Jersey
$404K
CCA
764
Clarity Capital Advisors
Florida
$404K
CWM
765
Cooke Wealth Management
California
$403K
USCWA
766
U.S. Capital Wealth Advisors
Texas
$403K
KFS
767
Kaizen Financial Strategies
California
$402K
GVAG
768
Great Valley Advisor Group
Delaware
$400K
PFA
769
Pathway Financial Advisors
Vermont
$399K
SMA
770
Seven Mile Advisory
New Jersey
$399K
SSA
771
Sierra Summit Advisors
Nevada
$393K
WC
772
Waterloo Capital
Texas
$393K
STA
773
Summit Trail Advisors
New York
$387K
FTUS
774
Flow Traders U.S.
New York
$386K
Fisher Asset Management
775
Fisher Asset Management
Washington
$385K