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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
WFP
801
Wrenne Financial Planning
Kentucky
$352K
GWM
802
Geneos Wealth Management
Colorado
$351K
DBRC
803
D.B. Root & Company
Pennsylvania
$351K
LF
804
LifeSteps Financial
California
$351K
VC
805
Veery Capital
Delaware
$350K
Bank of New York Mellon
806
Bank of New York Mellon
New York
$350K
AT
807
American Trust
Kentucky
$350K
WCFA
808
Walkner Condon Financial Advisors
Wisconsin
$348K
FWM
809
Focused Wealth Management
New York
$348K
GIP
810
Granite Investment Partners
California
$347K
SCFS
811
Stewardship Concepts Financial Services
Washington
$346K
FA
812
Fagan Associates
New York
$346K
SWM
813
Selective Wealth Management
Virginia
$344K
CI
814
Cordant Inc
Oregon
$344K
IA
815
IFG Advisory
Georgia
$343K
KF
816
Ketron Financial
California
$343K
KFSN
817
Keystone Financial Services (Nebraska)
Nebraska
$341K
ACA
818
AG Campbell Advisory
Maryland
$341K
Chevy Chase Trust
819
Chevy Chase Trust
Maryland
$341K
VA
820
VestGen Advisors
Illinois
$341K
RRA
821
Round Rock Advisors
Connecticut
$338K
DSC
822
Daytona Street Capital
Missouri
$338K
RWB
823
RMR Wealth Builders
New Jersey
$337K
KCM
824
Kathmere Capital Management
Pennsylvania
$337K
DA
825
Drake & Associates
Wisconsin
$337K