SCHA icon

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
FMWA
826
Forvis Mazars Wealth Advisors
Missouri
$336K
PFM
827
Peak Financial Management
Massachusetts
$336K
SPC
828
Sigma Planning Corp
Michigan
$334K
JCM
829
J2 Capital Management
Michigan
$334K
SPA
830
Sentinel Pension Advisors
Massachusetts
$334K
VF
831
Vawter Financial
Ohio
$333K
SIA
832
Sage Investment Advisers
New York
$331K
NW
833
NewEdge Wealth
Pennsylvania
$331K
BWP
834
Balboa Wealth Partners
Arizona
$329K
BRWM
835
Blue Rock Wealth Management
North Carolina
$329K
KFA
836
Kelleher Financial Advisors
New York
$329K
FVIM
837
Fort Vancouver Investment Management
Washington
$329K
WHCFA
838
William Howard & Co Financial Advisors
Tennessee
$327K
CWM
839
Cabot Wealth Management
Massachusetts
$327K
TWA
840
TCI Wealth Advisors
Arizona
$326K
CW
841
Curio Wealth
Maryland
$323K
PWA
842
Portus Wealth Advisors
North Carolina
$322K
MOS
843
MGO One Seven
Ohio
$321K
CFS
844
Coordinated Financial Services
Colorado
$317K
GIA
845
Gladstone Institutional Advisory
Florida
$316K
GGS
846
Galvin Gaustad & Stein
Arizona
$310K
MA
847
MCF Advisors
Kentucky
$309K
QWP
848
Quotient Wealth Partners
Texas
$309K
DIM
849
Delta Investment Management
California
$308K
AFA
850
Allium Financial Advisors
Oregon
$307K