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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
C1AG
851
Client 1st Advisory Group
Florida
$305K
AA
852
Armis Advisers
Georgia
$305K
AWM
853
Accurate Wealth Management
Florida
$304K
HWM
854
Heirloom Wealth Management
Colorado
$304K
VHAM
855
Van Hulzen Asset Management
California
$302K
BIG
856
Builder Investment Group
Georgia
$300K
CFP
857
Cascade Financial Partners
California
$300K
B
858
Birchbrook
Maine
$300K
AUB
859
Atlantic Union Bankshares
Virginia
$299K
KWS
860
Keystone Wealth Services
California
$297K
DAS
861
Daybright Advisory Services
Florida
$297K
FM
862
Foster & Motley
Ohio
$296K
CA
863
Clune & Associates
Illinois
$296K
PWM
864
Parkshore Wealth Management
California
$294K
SC
865
Sapient Capital
Indiana
$293K
PWA
866
Physician Wealth Advisors
Utah
$293K
SHA
867
Seneca House Advisors
Virginia
$290K
WWM
868
Western Wealth Management
Colorado
$289K
LNWTC
869
Laird Norton Wetherby Trust Company
Washington
$288K
SWM
870
Spire Wealth Management
Virginia
$287K
MAG
871
Mayfair Advisory Group
Alabama
$287K
FFM
872
Forum Financial Management
Illinois
$286K
KeyBank National Association
873
KeyBank National Association
Ohio
$285K
RPA
874
Rock Point Advisors
Vermont
$284K
BEW
875
Burton Enright Welch
California
$282K