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
IRP
801
Investment Research Partners
Pennsylvania
$362K +$9.32K +330 +3%
RWM
802
RBA Wealth Management
California
$361K +$11.7K +414 +3%
ES
803
ETF Store
Kansas
$359K -$4.29K -152 -1%
SCM
804
SOL Capital Management
Maryland
$357K +$7K +248 +2%
CWM
805
Connecticut Wealth Management
Connecticut
$356K -$4.09K -145 -1%
ICP
806
Impact Capital Partners
Colorado
$355K +$1.55K +55 +0.4%
S
807
SignatureFD
Georgia
$354K -$135K -4,793 -28%
FCP
808
Fidelis Capital Partners
Florida
$352K +$349K +12,362 New
WFP
809
Wrenne Financial Planning
Kentucky
$352K -$31.8K -1,126 -8%
GWM
810
Geneos Wealth Management
Colorado
$351K +$7.96K +282 +2%
DBRC
811
D.B. Root & Company
Pennsylvania
$351K +$80.5K +2,852 +30%
LF
812
LifeSteps Financial
California
$351K -$1.38K -49 -0.4%
VC
813
Veery Capital
Delaware
$350K +$83.3K +2,949 +32%
Bank of New York Mellon
814
Bank of New York Mellon
New York
$350K -$41.8K -1,480 -11%
AT
815
American Trust
Kentucky
$350K -$415K -14,692 -54%
WCFA
816
Walkner Condon Financial Advisors
Wisconsin
$348K +$34.8K +1,234 +11%
FWM
817
Focused Wealth Management
New York
$348K +$988 +35 +0.3%
GIP
818
Granite Investment Partners
California
$347K +$28 +1 +0%
SCFS
819
Stewardship Concepts Financial Services
Washington
$346K +$343K +12,152 New
FA
820
Fagan Associates
New York
$346K -$11.3K -400 -3%
SWM
821
Selective Wealth Management
Virginia
$344K +$29.5K +1,044 +10%
CI
822
Cordant Inc
Oregon
$344K
IA
823
IFG Advisory
Georgia
$343K +$5.59K +198 +2%
KF
824
Ketron Financial
California
$343K +$340K +12,039 New
KFSN
825
Keystone Financial Services (Nebraska)
Nebraska
$341K -$21.2K -750 -6%