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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
DAS
851
Daybright Advisory Services
Florida
$297K
FM
852
Foster & Motley
Ohio
$296K
CA
853
Clune & Associates
Illinois
$296K
PWM
854
Parkshore Wealth Management
California
$294K
SC
855
Sapient Capital
Indiana
$293K
PWA
856
Physician Wealth Advisors
Utah
$293K
SHA
857
Seneca House Advisors
Virginia
$290K
WWM
858
Western Wealth Management
Colorado
$289K
LNWTC
859
Laird Norton Wetherby Trust Company
Washington
$288K
SWM
860
Spire Wealth Management
Virginia
$287K
MAG
861
Mayfair Advisory Group
Alabama
$287K
FFM
862
Forum Financial Management
Illinois
$286K
KeyBank National Association
863
KeyBank National Association
Ohio
$285K
RPA
864
Rock Point Advisors
Vermont
$284K
BEW
865
Burton Enright Welch
California
$282K
FIA
866
FPC Investment Advisory
California
$281K
VWM
867
Vermillion Wealth Management
Minnesota
$280K
FMN
868
Financial Management Network
California
$280K
CA
869
Capital Advantage
California
$280K
GSWM
870
Golden State Wealth Management
California
$279K
CSI
871
Cross Staff Investments
New York
$278K
FCC
872
Flower City Capital
New York
$278K
FC
873
FCA Corp
Texas
$277K
CGA
874
Crescent Grove Advisors
Illinois
$277K
MCM
875
Mainstay Capital Management
Michigan
$276K