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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
DPI
951
Diversified Portfolios Inc
Michigan
$230K
RIM
952
Rockbridge Investment Management
New York
$230K
NA
953
Nottingham Advisors
New York
$230K
RWA
954
River Wealth Advisors
Pennsylvania
$230K
SAM
955
Stembrook Asset Management
New Jersey
$229K
GBFP
956
Golden Bell Financial Planning
Georgia
$229K
MNA
957
Manning & Napier Advisors
New York
$228K
NSIM
958
North Star Investment Management
Illinois
$228K
VA
959
Vident Advisory
Georgia
$227K
MCM
960
Mitchell Capital Management
Kansas
$226K
PMG
961
Private Management Group
California
$226K
GWM
962
GSB Wealth Management
Connecticut
$225K
WJWM
963
Williams Jones Wealth Management
New York
$224K
AWP
964
Astra Wealth Partners
New Jersey
$223K
HNB
965
Huntington National Bank
Ohio
$223K
ACM
966
Appalachian Capital Management
Ohio
$223K
SQA
967
Simon Quick Advisors
New Jersey
$222K
CIA
968
Compass Ion Advisors
Pennsylvania
$222K
CWA
969
Continuum Wealth Advisors
New York
$221K
AL
970
ADE LLC
Maryland
$220K
AFP
971
ATLas Financial Planning
Georgia
$220K
SFS
972
Sowell Financial Services
Arkansas
$219K
AA
973
Alesco Advisors
New York
$219K
HCWM
974
Hidden Cove Wealth Management
Washington
$218K
BHWM
975
Beaird Harris Wealth Management
Texas
$218K