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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
MWM
901
MBE Wealth Management
Wisconsin
$261K
CWA
902
Crusonia Wealth Advisors
Colorado
$261K
PAM
903
Palisade Asset Management
Minnesota
$260K
FNBT
904
FineMark National Bank & Trust
Florida
$260K
FCH
905
Freestone Capital Holdings
Washington
$260K
S
906
Sachetta
Massachusetts
$257K
GAM
907
Gotham Asset Management
New York
$256K
AWA
908
Arkadios Wealth Advisors
Georgia
$256K
JPWM
909
Jamison Private Wealth Management
Georgia
$256K
CAI
910
Capital Advisors Inc
Oklahoma
$255K
PFGIA
911
Patriot Financial Group Insurance Agency
Massachusetts
$254K
LPT
912
Legacy Private Trust
Wisconsin
$253K
EPAM
913
Evelyn Partners Asset Management
$252K
AW
914
Alteri Wealth
California
$252K
SAM
915
Sawgrass Asset Management
Florida
$252K
AWMT
916
AAFMAA Wealth Management & Trust
North Carolina
$252K
JSA
917
Jim Saulnier & Associates
Colorado
$252K
HPA
918
High Probability Advisors
New York
$252K
GWCM
919
Godshalk Welsh Capital Management
Pennsylvania
$251K
FFS
920
Founders Financial Securities
Maryland
$250K
CICC
921
Capital Investment Counsel (Colorado)
Colorado
$248K
WA
922
WPG Advisers
Maryland
$247K
CIA
923
Cascade Investment Advisors
Oregon
$245K
FC
924
Fusion Capital
South Carolina
$245K
JFGLC
925
Johnson Financial Group LLC (Colorado)
Colorado
$245K