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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
CB
776
Commerce Bank
Missouri
$371K
CAL
777
Capital Analysts LLC
Pennsylvania
$370K
SRCM
778
Signature Resources Capital Management
California
$366K
SCM
779
Stordahl Capital Management
Colorado
$365K
FRA
780
Front Row Advisors
California
$365K
JWM
781
JPL Wealth Management
Colorado
$365K
SWM
782
Sendero Wealth Management
Texas
$365K
AWM
783
Adams Wealth Management
Utah
$362K
CI
784
CacheTech Inc
Utah
$362K
IRP
785
Investment Research Partners
Pennsylvania
$362K
RWM
786
RBA Wealth Management
California
$361K
ES
787
ETF Store
Kansas
$359K
SCM
788
SOL Capital Management
Maryland
$357K
CWM
789
Connecticut Wealth Management
Connecticut
$356K
ICP
790
Impact Capital Partners
Colorado
$355K
S
791
SignatureFD
Georgia
$354K
FCP
792
Fidelis Capital Partners
Florida
$352K
WFP
793
Wrenne Financial Planning
Kentucky
$352K
GWM
794
Geneos Wealth Management
Colorado
$351K
DBRC
795
D.B. Root & Company
Pennsylvania
$351K
LF
796
LifeSteps Financial
California
$351K
VC
797
Veery Capital
Delaware
$350K
Bank of New York Mellon
798
Bank of New York Mellon
New York
$350K
AT
799
American Trust
Kentucky
$350K
WCFA
800
Walkner Condon Financial Advisors
Wisconsin
$348K