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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
AWMT
926
AAFMAA Wealth Management & Trust
North Carolina
$252K
JSA
927
Jim Saulnier & Associates
Colorado
$252K
HPA
928
High Probability Advisors
New York
$252K
GWCM
929
Godshalk Welsh Capital Management
Pennsylvania
$251K
FFS
930
Founders Financial Securities
Maryland
$250K
CICC
931
Capital Investment Counsel (Colorado)
Colorado
$248K
WA
932
WPG Advisers
Maryland
$247K
CIA
933
Cascade Investment Advisors
Oregon
$245K
FC
934
Fusion Capital
South Carolina
$245K
JFGLC
935
Johnson Financial Group LLC (Colorado)
Colorado
$245K
FL
936
FreeGulliver LLC
Louisiana
$245K
LCC
937
Lincoln Capital Corp
Rhode Island
$244K
SFS
938
Strategic Financial Services
New York
$243K
BBHC
939
Brown Brothers Harriman & Co
New York
$243K
YIH
940
Y-Intercept (HK)
Hong Kong
$242K
QCM
941
QRG Capital Management
Illinois
$242K
HWM
942
Horizons Wealth Management
North Carolina
$240K
CGFA
943
Colton Groome Financial Advisors
North Carolina
$237K
GPWM
944
Grant Private Wealth Management
California
$236K
HFP
945
Holistic Financial Partners
Indiana
$234K
2L
946
25 LLC
Missouri
$233K
BIM
947
Baldwin Investment Management
Pennsylvania
$232K
BFO
948
Biltmore Family Office
North Carolina
$232K
AV
949
Aspiring Ventures
Ohio
$231K
AR
950
Apeiron RIA
Texas
$231K