SCHA icon

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
FIA
876
FPC Investment Advisory
California
$281K
VWM
877
Vermillion Wealth Management
Minnesota
$280K
FMN
878
Financial Management Network
California
$280K
CA
879
Capital Advantage
California
$280K
GSWM
880
Golden State Wealth Management
California
$279K
CSI
881
Cross Staff Investments
New York
$278K
FCC
882
Flower City Capital
New York
$278K
FC
883
FCA Corp
Texas
$277K
CGA
884
Crescent Grove Advisors
Illinois
$277K
MCM
885
Mainstay Capital Management
Michigan
$276K
SMC
886
Smith, Moore & Co
Missouri
$276K
APA
887
Astoria Portfolio Advisors
New York
$275K
FC
888
Financial Consulate
Maryland
$275K
CPA
889
Cathy Pareto & Associates
Florida
$275K
BWP
890
BSW Wealth Partners
Colorado
$274K
PCMC
891
Paragon Capital Management (Colorado)
Colorado
$274K
RIA
892
Regal Investment Advisors
Michigan
$274K
FFA
893
First Foundation Advisors
California
$273K
LI
894
Lafayette Investments
Maryland
$273K
CWM
895
Castle Wealth Management
Florida
$272K
WAM
896
Worth Asset Management
Texas
$272K
PPWM
897
Perissos Private Wealth Management
Oklahoma
$272K
TWM
898
Triton Wealth Management
Arizona
$270K
JIC
899
Joel Isaacson & Co
New York
$269K
RIS
900
Retirement Income Solutions
Michigan
$267K