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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
SHA
876
Seneca House Advisors
Virginia
$290K -$67.8K -2,401 -19%
WWM
877
Western Wealth Management
Colorado
$289K -$14.3K -505 -5%
LNWTC
878
Laird Norton Wetherby Trust Company
Washington
$288K +$285K +10,107 New
SWM
879
Spire Wealth Management
Virginia
$287K +$97.6K +3,456 +52%
MAG
880
Mayfair Advisory Group
Alabama
$287K +$1.07K +38 +0.4%
IFG
881
Independent Financial Group
California
$286K +$23.2K +822 +9%
FFM
882
Forum Financial Management
Illinois
$286K +$20.6K +731 +8%
KeyBank National Association
883
KeyBank National Association
Ohio
$285K -$5.42K -192 -2%
RPA
884
Rock Point Advisors
Vermont
$284K -$1.13K -40 -0.4%
BEW
885
Burton Enright Welch
California
$282K +$254 +9 +0.1%
FIA
886
FPC Investment Advisory
California
$281K +$6.07K +215 +2%
VWM
887
Vermillion Wealth Management
Minnesota
$280K -$8.61K -305 -3%
FMN
888
Financial Management Network
California
$280K +$1.16K +41 +0.4%
CA
889
Capital Advantage
California
$280K +$85 +3 +0%
GSWM
890
Golden State Wealth Management
California
$279K +$1.21K +43 +0.4%
CSI
891
Cross Staff Investments
New York
$278K +$28 +1 +0%
FCC
892
Flower City Capital
New York
$278K +$29.1K +1,032 +12%
FC
893
FCA Corp
Texas
$277K -$3.92K -139 -1%
CGA
894
Crescent Grove Advisors
Illinois
$277K -$23.3K -824 -8%
MCM
895
Mainstay Capital Management
Michigan
$276K
SMC
896
Smith, Moore & Co
Missouri
$276K +$5.84K +207 +2%
APA
897
Astoria Portfolio Advisors
New York
$275K +$508 +18 +0.2%
FC
898
Financial Consulate
Maryland
$275K +$791 +28 +0.3%
CPA
899
Cathy Pareto & Associates
Florida
$275K -$11.5K -408 -4%
BWP
900
BSW Wealth Partners
Colorado
$274K -$12.5K -442 -4%