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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
BRWM
826
Blue Rock Wealth Management
North Carolina
$329K
KFA
827
Kelleher Financial Advisors
New York
$329K
FVIM
828
Fort Vancouver Investment Management
Washington
$329K
WHCFA
829
William Howard & Co Financial Advisors
Tennessee
$327K
CWM
830
Cabot Wealth Management
Massachusetts
$327K
TWA
831
TCI Wealth Advisors
Arizona
$326K
CW
832
Curio Wealth
Maryland
$323K
PWA
833
Portus Wealth Advisors
North Carolina
$322K
MOS
834
MGO One Seven
Ohio
$321K
CFS
835
Coordinated Financial Services
Colorado
$317K
GIA
836
Gladstone Institutional Advisory
Florida
$316K
GGS
837
Galvin Gaustad & Stein
Arizona
$310K
MA
838
MCF Advisors
Kentucky
$309K
QWP
839
Quotient Wealth Partners
Texas
$309K
DIM
840
Delta Investment Management
California
$308K
AFA
841
Allium Financial Advisors
Oregon
$307K
C1AG
842
Client 1st Advisory Group
Florida
$305K
AWM
843
Accurate Wealth Management
Florida
$304K
HWM
844
Heirloom Wealth Management
Colorado
$304K
VHAM
845
Van Hulzen Asset Management
California
$302K
BIG
846
Builder Investment Group
Georgia
$300K
CFP
847
Cascade Financial Partners
California
$300K
B
848
Birchbrook
Maine
$300K
AUB
849
Atlantic Union Bankshares
Virginia
$299K
KWS
850
Keystone Wealth Services
California
$297K