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Schwab U.S Small- Cap ETF

1,237 hedge funds and large institutions have $7.2B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 472 increasing their positions, 442 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 55

16% more funds holding in top 10

Funds holding in top 10: 5867 (+9)

7% more capital invested

Capital invested by funds: $6.7B → $7.2B (+$496M)

6% more funds holding

Funds holding: 1,1641,237 (+73)

4.73% more ownership

Funds ownership: 32.75%37.48% (+4.7%)

7% more repeat investments, than reductions

Existing positions increased: 472 | Existing positions reduced: 442

Holders
1,237
Holders Change
+73
Holders Change %
+6.27%
% of All Funds
15.05%
Holding in Top 10
67
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.52%
% of All Funds
0.82%
New
157
Increased
472
Reduced
442
Closed
55
Calls
$3.71M
Puts
Net Calls
+$3.71M
Net Calls Change
+$879K
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
951
QRG Capital Management
Illinois
$242K -$10.8K -381 -4%
HWM
952
Horizons Wealth Management
North Carolina
$240K
CGFA
953
Colton Groome Financial Advisors
North Carolina
$237K
GPWM
954
Grant Private Wealth Management
California
$236K -$28.5K -1,008 -11%
HFP
955
Holistic Financial Partners
Indiana
$234K -$42.6K -1,510 -16%
2L
956
25 LLC
Missouri
$233K +$7.91K +280 +4%
BIM
957
Baldwin Investment Management
Pennsylvania
$232K +$198 +7 +0.1%
BFO
958
Biltmore Family Office
North Carolina
$232K -$5.42K -192 -2%
AV
959
Aspiring Ventures
Ohio
$231K -$48.6K -1,720 -17%
AR
960
Apeiron RIA
Texas
$231K +$216K +7,654 New
DPI
961
Diversified Portfolios Inc
Michigan
$230K +$56 +2 +0%
RIM
962
Rockbridge Investment Management
New York
$230K -$105K -3,722 -32%
NA
963
Nottingham Advisors
New York
$230K
RWA
964
River Wealth Advisors
Pennsylvania
$230K -$68.5K -2,426 -23%
SAM
965
Stembrook Asset Management
New Jersey
$229K +$227K +8,056 New
GBFP
966
Golden Bell Financial Planning
Georgia
$229K
MNA
967
Manning & Napier Advisors
New York
$228K +$52.5K +1,860 +31%
NSIM
968
North Star Investment Management
Illinois
$228K +$198 +7 +0.1%
VA
969
Vident Advisory
Georgia
$227K +$225K +7,980 New
MCM
970
Mitchell Capital Management
Kansas
$226K -$13.6K -482 -6%
PMG
971
Private Management Group
California
$226K
GWM
972
GSB Wealth Management
Connecticut
$225K +$203K +7,205 +1,047%
WJWM
973
Williams Jones Wealth Management
New York
$224K +$222K +7,868 New
AWP
974
Astra Wealth Partners
New Jersey
$223K +$2.82K +100 +1%
HNB
975
Huntington National Bank
Ohio
$223K