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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
PWA
851
Portus Wealth Advisors
North Carolina
$322K
MOS
852
MGO One Seven
Ohio
$321K +$318K +11,258 New
CFS
853
Coordinated Financial Services
Colorado
$317K +$61.6K +2,183 +24%
GIA
854
Gladstone Institutional Advisory
Florida
$316K -$10.5K -373 -3%
GGS
855
Galvin Gaustad & Stein
Arizona
$310K +$29.5K +1,043 +11%
MA
856
MCF Advisors
Kentucky
$309K +$19.3K +683 +7%
QWP
857
Quotient Wealth Partners
Texas
$309K +$15.2K +538 +5%
DIM
858
Delta Investment Management
California
$308K -$4.32K -153 -1%
AFA
859
Allium Financial Advisors
Oregon
$307K +$1.24K +44 +0.4%
C1AG
860
Client 1st Advisory Group
Florida
$305K -$37.8K -1,340 -11%
AA
861
Armis Advisers
Georgia
$305K +$113 +4 +0%
AWM
862
Accurate Wealth Management
Florida
$304K -$29.3K -1,037 -9%
HWM
863
Heirloom Wealth Management
Colorado
$304K +$25K +887 +9%
VHAM
864
Van Hulzen Asset Management
California
$302K +$3.08K +109 +1%
BIG
865
Builder Investment Group
Georgia
$300K +$18.2K +644 +7%
CFP
866
Cascade Financial Partners
California
$300K -$5.17K -183 -2%
B
867
Birchbrook
Maine
$300K
AUB
868
Atlantic Union Bankshares
Virginia
$299K -$19K -673 -6%
KWS
869
Keystone Wealth Services
California
$297K +$30K +1,063 +11%
DAS
870
Daybright Advisory Services
Florida
$297K +$294K +10,421 New
FM
871
Foster & Motley
Ohio
$296K -$11.1K -392 -4%
CA
872
Clune & Associates
Illinois
$296K +$2.23K +79 +0.8%
PWM
873
Parkshore Wealth Management
California
$294K +$1.27K +45 +0.4%
SC
874
Sapient Capital
Indiana
$293K
PWA
875
Physician Wealth Advisors
Utah
$293K +$3.25K +115 +1%