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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
ACA
826
AG Campbell Advisory
Maryland
$341K +$338K +11,978 New
Chevy Chase Trust
827
Chevy Chase Trust
Maryland
$341K -$192K -6,812 -36%
VA
828
VestGen Advisors
Illinois
$341K +$75.8K +2,685 +29%
RRA
829
Round Rock Advisors
Connecticut
$338K +$904 +32 +0.3%
DSC
830
Daytona Street Capital
Missouri
$338K +$335K +11,863 New
RWB
831
RMR Wealth Builders
New Jersey
$337K +$339 +12 +0.1%
KCM
832
Kathmere Capital Management
Pennsylvania
$337K +$2.23K +79 +0.7%
DA
833
Drake & Associates
Wisconsin
$337K
FMWA
834
Forvis Mazars Wealth Advisors
Missouri
$336K -$19.8K -700 -6%
PFM
835
Peak Financial Management
Massachusetts
$336K +$20K +710 +6%
MWA
836
Medallion Wealth Advisors
Connecticut
$335K -$24.2K -857 -7%
SPC
837
Sigma Planning Corp
Michigan
$334K +$39.8K +1,410 +14%
JCM
838
J2 Capital Management
Michigan
$334K
SPA
839
Sentinel Pension Advisors
Massachusetts
$334K -$79.8K -2,825 -19%
VF
840
Vawter Financial
Ohio
$333K
SIA
841
Sage Investment Advisers
New York
$331K +$328K +11,627 New
NW
842
NewEdge Wealth
Pennsylvania
$331K
BWP
843
Balboa Wealth Partners
Arizona
$329K +$327K +11,568 New
BRWM
844
Blue Rock Wealth Management
North Carolina
$329K +$169 +6 +0.1%
KFA
845
Kelleher Financial Advisors
New York
$329K
FVIM
846
Fort Vancouver Investment Management
Washington
$329K -$38.3K -1,355 -11%
WHCFA
847
William Howard & Co Financial Advisors
Tennessee
$327K +$1.41K +50 +0.4%
CWM
848
Cabot Wealth Management
Massachusetts
$327K -$66.8K -2,366 -17%
TWA
849
TCI Wealth Advisors
Arizona
$326K -$96.4K -3,413 -23%
CW
850
Curio Wealth
Maryland
$323K