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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
FL
926
FreeGulliver LLC
Louisiana
$245K
LCC
927
Lincoln Capital Corp
Rhode Island
$244K
SFS
928
Strategic Financial Services
New York
$243K
BBHC
929
Brown Brothers Harriman & Co
New York
$243K
YIH
930
Y-Intercept (HK)
Hong Kong
$242K
QCM
931
QRG Capital Management
Illinois
$242K
HWM
932
Horizons Wealth Management
North Carolina
$240K
CGFA
933
Colton Groome Financial Advisors
North Carolina
$237K
GPWM
934
Grant Private Wealth Management
California
$236K
HFP
935
Holistic Financial Partners
Indiana
$234K
2L
936
25 LLC
Missouri
$233K
BIM
937
Baldwin Investment Management
Pennsylvania
$232K
BFO
938
Biltmore Family Office
North Carolina
$232K
AV
939
Aspiring Ventures
Ohio
$231K
AR
940
Apeiron RIA
Texas
$231K
DPI
941
Diversified Portfolios Inc
Michigan
$230K
RIM
942
Rockbridge Investment Management
New York
$230K
NA
943
Nottingham Advisors
New York
$230K
RWA
944
River Wealth Advisors
Pennsylvania
$230K
SAM
945
Stembrook Asset Management
New Jersey
$229K
GBFP
946
Golden Bell Financial Planning
Georgia
$229K
MNA
947
Manning & Napier Advisors
New York
$228K
NSIM
948
North Star Investment Management
Illinois
$228K
VA
949
Vident Advisory
Georgia
$227K
MCM
950
Mitchell Capital Management
Kansas
$226K