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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
PMG
951
Private Management Group
California
$226K
GWM
952
GSB Wealth Management
Connecticut
$225K
WJWM
953
Williams Jones Wealth Management
New York
$224K
AWP
954
Astra Wealth Partners
New Jersey
$223K
HNB
955
Huntington National Bank
Ohio
$223K
ACM
956
Appalachian Capital Management
Ohio
$223K
SQA
957
Simon Quick Advisors
New Jersey
$222K
CIA
958
Compass Ion Advisors
Pennsylvania
$222K
CWA
959
Continuum Wealth Advisors
New York
$221K
AL
960
ADE LLC
Maryland
$220K
AFP
961
ATLas Financial Planning
Georgia
$220K
SFS
962
Sowell Financial Services
Arkansas
$219K
AA
963
Alesco Advisors
New York
$219K
HCWM
964
Hidden Cove Wealth Management
Washington
$218K
BHWM
965
Beaird Harris Wealth Management
Texas
$218K
FBC
966
Fairfield, Bush & Co
Connecticut
$218K
PIM
967
Penobscot Investment Management
Massachusetts
$216K
AF
968
Apollon Financial
South Carolina
$216K
OWP
969
Obermeyer Wealth Partners
Colorado
$215K
HIM
970
Harbour Investment Management
Washington
$215K
ESB
971
Essex Savings Bank
Connecticut
$215K
SWA
972
Sax Wealth Advisors
New Jersey
$214K
BCM
973
Becker Capital Management
Oregon
$213K
PWM
974
PTM Wealth Management
United States
$211K
OAP
975
One Advisory Partners
Kansas
$211K