SCHA icon

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
SMC
876
Smith, Moore & Co
Missouri
$276K
APA
877
Astoria Portfolio Advisors
New York
$275K
FC
878
Financial Consulate
Maryland
$275K
CPA
879
Cathy Pareto & Associates
Florida
$275K
BWP
880
BSW Wealth Partners
Colorado
$274K
PCMC
881
Paragon Capital Management (Colorado)
Colorado
$274K
RIA
882
Regal Investment Advisors
Michigan
$274K
FFA
883
First Foundation Advisors
California
$273K
LI
884
Lafayette Investments
Maryland
$273K
CWM
885
Castle Wealth Management
Florida
$272K
WAM
886
Worth Asset Management
Texas
$272K
PPWM
887
Perissos Private Wealth Management
Oklahoma
$272K
TWM
888
Triton Wealth Management
Arizona
$270K
JIC
889
Joel Isaacson & Co
New York
$269K
RIS
890
Retirement Income Solutions
Michigan
$267K
PTCG
891
Pring Turner Capital Group
California
$267K
KA
892
KLCM Advisors
Wisconsin
$267K
WI
893
Wedgewood Investors
Pennsylvania
$266K
RWM
894
Revisor Wealth Management
Ohio
$265K
BC
895
Barnett & Company
Tennessee
$265K
FCM
896
Flagship Capital Management
Pennsylvania
$264K
SFO
897
Stokes Family Office
Louisiana
$264K
CAG
898
Crestwood Advisors Group
Massachusetts
$263K
CAM
899
Clark Asset Management
New Hampshire
$262K
EWA
900
Emergent Wealth Advisors
New York
$261K