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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
HCP
776
Hardin Capital Partners
South Carolina
$384K
Neuberger Berman Group
777
Neuberger Berman Group
New York
$383K
GCM
778
Glaxis Capital Management
Florida
$383K
SWA
779
SFMG Wealth Advisors
Texas
$382K
SAG
780
SageView Advisory Group
California
$379K
PD
781
Planning Directions
Pennsylvania
$379K
AAG
782
Asset Advisory Group
New Jersey
$378K
MWP
783
Meridian Wealth Partners
Pennsylvania
$377K
CB
784
Commerce Bank
Missouri
$371K
CAL
785
Capital Analysts LLC
Pennsylvania
$370K
SRCM
786
Signature Resources Capital Management
California
$366K
SCM
787
Stordahl Capital Management
Colorado
$365K
FRA
788
Front Row Advisors
California
$365K
JWM
789
JPL Wealth Management
Colorado
$365K
SWM
790
Sendero Wealth Management
Texas
$365K
AWM
791
Adams Wealth Management
Utah
$362K
CI
792
CacheTech Inc
Utah
$362K
IRP
793
Investment Research Partners
Pennsylvania
$362K
RWM
794
RBA Wealth Management
California
$361K
ES
795
ETF Store
Kansas
$359K
SCM
796
SOL Capital Management
Maryland
$357K
CWM
797
Connecticut Wealth Management
Connecticut
$356K
ICP
798
Impact Capital Partners
Colorado
$355K
S
799
SignatureFD
Georgia
$354K
FCP
800
Fidelis Capital Partners
Florida
$352K