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
KFS
776
Kaizen Financial Strategies
California
$402K +$86.4K +3,058 +28%
GVAG
777
Great Valley Advisor Group
Delaware
$400K +$58.6K +2,074 +17%
PFA
778
Pathway Financial Advisors
Vermont
$399K
SMA
779
Seven Mile Advisory
New Jersey
$399K
SSA
780
Sierra Summit Advisors
Nevada
$393K
WC
781
Waterloo Capital
Texas
$393K -$56.2K -1,991 -13%
STA
782
Summit Trail Advisors
New York
$387K +$10.3K +364 +3%
FTUS
783
Flow Traders U.S.
New York
$386K -$5.48M -194,113 -93%
Fisher Asset Management
784
Fisher Asset Management
Washington
$385K +$29.3K +1,036 +8%
HCP
785
Hardin Capital Partners
South Carolina
$384K +$198 +7 +0.1%
Neuberger Berman Group
786
Neuberger Berman Group
New York
$383K +$380K +13,447 New
GCM
787
Glaxis Capital Management
Florida
$383K +$1.69K +60 +0.4%
SWA
788
SFMG Wealth Advisors
Texas
$382K +$1.64K +58 +0.4%
SAG
789
SageView Advisory Group
California
$379K -$15.2K -537 -4%
PD
790
Planning Directions
Pennsylvania
$379K -$17K -602 -4%
AAG
791
Asset Advisory Group
New Jersey
$378K +$375K +13,269 New
MWP
792
Meridian Wealth Partners
Pennsylvania
$377K -$109K -3,854 -23%
CB
793
Commerce Bank
Missouri
$371K +$14.8K +523 +4%
SRCM
794
Signature Resources Capital Management
California
$366K
SCM
795
Stordahl Capital Management
Colorado
$365K
FRA
796
Front Row Advisors
California
$365K
JWM
797
JPL Wealth Management
Colorado
$365K -$13.3K -472 -4%
SWM
798
Sendero Wealth Management
Texas
$365K
AWM
799
Adams Wealth Management
Utah
$362K -$248K -8,794 -41%
CI
800
CacheTech Inc
Utah
$362K -$248K -8,794 -41%