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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
FWM
801
Focused Wealth Management
New York
$348K
GIP
802
Granite Investment Partners
California
$347K
SCFS
803
Stewardship Concepts Financial Services
Washington
$346K
FA
804
Fagan Associates
New York
$346K
SWM
805
Selective Wealth Management
Virginia
$344K
CI
806
Cordant Inc
Oregon
$344K
IA
807
IFG Advisory
Georgia
$343K
KF
808
Ketron Financial
California
$343K
KFSN
809
Keystone Financial Services (Nebraska)
Nebraska
$341K
Chevy Chase Trust
810
Chevy Chase Trust
Maryland
$341K
VA
811
VestGen Advisors
Illinois
$341K
RRA
812
Round Rock Advisors
Connecticut
$338K
DSC
813
Daytona Street Capital
Missouri
$338K
RWB
814
RMR Wealth Builders
New Jersey
$337K
KCM
815
Kathmere Capital Management
Pennsylvania
$337K
DA
816
Drake & Associates
Wisconsin
$337K
FMWA
817
Forvis Mazars Wealth Advisors
Missouri
$336K
PFM
818
Peak Financial Management
Massachusetts
$336K
SPC
819
Sigma Planning Corp
Michigan
$334K
JCM
820
J2 Capital Management
Michigan
$334K
SPA
821
Sentinel Pension Advisors
Massachusetts
$334K
VF
822
Vawter Financial
Ohio
$333K
SIA
823
Sage Investment Advisers
New York
$331K
NW
824
NewEdge Wealth
Pennsylvania
$331K
BWP
825
Balboa Wealth Partners
Arizona
$329K