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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
MTC
76
Matrix Trust Company
Colorado
$15.7M
RWM
77
RKL Wealth Management
Pennsylvania
$15.2M
EWM
78
Empirical Wealth Management
Washington
$14.6M
PCIA
79
Prime Capital Investment Advisors
Kansas
$14.2M
AF
80
Align Financial
Minnesota
$14.1M
SLT
81
St Louis Trust
Missouri
$14.1M
SFA
82
Seneca Financial Advisors
New York
$13.5M
IAS
83
IMA Advisory Services
Colorado
$13.4M
MCM
84
MAI Capital Management
Ohio
$12.9M
NSAM
85
North Star Asset Management
Wisconsin
$12.9M
Lido Advisors
86
Lido Advisors
California
$12.8M
HWA
87
HHM Wealth Advisors
Tennessee
$12.7M
AP
88
Appleton Partners
Massachusetts
$12.5M
WA
89
Waverly Advisors
Alabama
$12.4M
MML Investors Services
90
MML Investors Services
Massachusetts
$12.4M
SJIM
91
St. Johns Investment Management
Florida
$12.3M
FFN
92
Focus Financial Network
Minnesota
$12.2M
TI
93
Tidal Investments
Wisconsin
$12M
US Bancorp
94
US Bancorp
Minnesota
$12M
CKAIS
95
Christensen King & Associates Investment Services
Washington
$11.9M
SFWC
96
Strategic Family Wealth Counselors
New Jersey
$11.7M
LFS
97
Lutz Financial Services
Nebraska
$11.6M
TPW
98
Tiller Private Wealth
Pennsylvania
$11.5M
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$11.5M
TWM
100
Tradition Wealth Management
Minnesota
$11.3M