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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
PTCG
901
Pring Turner Capital Group
California
$267K
KA
902
KLCM Advisors
Wisconsin
$267K
WI
903
Wedgewood Investors
Pennsylvania
$266K
RWM
904
Revisor Wealth Management
Ohio
$265K
BC
905
Barnett & Company
Tennessee
$265K
FCM
906
Flagship Capital Management
Pennsylvania
$264K
SFO
907
Stokes Family Office
Louisiana
$264K
CAG
908
Crestwood Advisors Group
Massachusetts
$263K
CAM
909
Clark Asset Management
New Hampshire
$262K
EWA
910
Emergent Wealth Advisors
New York
$261K
MWM
911
MBE Wealth Management
Wisconsin
$261K
CWA
912
Crusonia Wealth Advisors
Colorado
$261K
PAM
913
Palisade Asset Management
Minnesota
$260K
FNBT
914
FineMark National Bank & Trust
Florida
$260K
FCH
915
Freestone Capital Holdings
Washington
$260K
S
916
Sachetta
Massachusetts
$257K
GAM
917
Gotham Asset Management
New York
$256K
AWA
918
Arkadios Wealth Advisors
Georgia
$256K
JPWM
919
Jamison Private Wealth Management
Georgia
$256K
CAI
920
Capital Advisors Inc
Oklahoma
$255K
PFGIA
921
Patriot Financial Group Insurance Agency
Massachusetts
$254K
LPT
922
Legacy Private Trust
Wisconsin
$253K
EPAM
923
Evelyn Partners Asset Management
$252K
AW
924
Alteri Wealth
California
$252K
SAM
925
Sawgrass Asset Management
Florida
$252K