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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
RWM
76
RKL Wealth Management
Pennsylvania
$15.2M -$130K -4,608 -0.9%
EWM
77
Empirical Wealth Management
Washington
$14.6M +$1.45M +51,455 +11%
PCIA
78
Prime Capital Investment Advisors
Kansas
$14.2M -$642K -22,727 -4%
AF
79
Align Financial
Minnesota
$14.1M +$397K +14,069 New
SLT
80
St Louis Trust
Missouri
$14.1M -$110K -3,901 -0.8%
SFA
81
Seneca Financial Advisors
New York
$13.5M +$1.09M +38,590 +9%
IAS
82
IMA Advisory Services
Colorado
$13.4M +$150K +5,298 +1%
MCM
83
MAI Capital Management
Ohio
$12.9M +$575K +20,367 +5%
NSAM
84
North Star Asset Management
Wisconsin
$12.9M +$55.8K +1,976 +0.4%
Lido Advisors
85
Lido Advisors
California
$12.8M +$142K +5,014 +1%
HWA
86
HHM Wealth Advisors
Tennessee
$12.7M +$905K +32,040 +8%
AP
87
Appleton Partners
Massachusetts
$12.5M -$93.1K -3,296 -0.7%
WA
88
Waverly Advisors
Alabama
$12.4M -$2.37M -84,000 -16%
MML Investors Services
89
MML Investors Services
Massachusetts
$12.4M -$48.4K -1,713 -0.4%
SJIM
90
St. Johns Investment Management
Florida
$12.3M +$36.7K +1,301 +0.3%
FFN
91
Focus Financial Network
Minnesota
$12.2M -$145K -5,121 -1%
TI
92
Tidal Investments
Wisconsin
$12M +$11.9M +420,894 New
US Bancorp
93
US Bancorp
Minnesota
$12M +$50.1K +1,773 +0.4%
CKAIS
94
Christensen King & Associates Investment Services
Washington
$11.9M +$13.3K +470 +0.1%
SFWC
95
Strategic Family Wealth Counselors
New Jersey
$11.7M +$387K +13,689 +4%
LFS
96
Lutz Financial Services
Nebraska
$11.6M -$127K -4,482 -1%
TPW
97
Tiller Private Wealth
Pennsylvania
$11.5M -$934K -33,080 -8%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$11.5M -$1.59M -56,373 -12%
TWM
99
Tradition Wealth Management
Minnesota
$11.3M -$145K -5,121 -1%
OIA
100
OneDigital Investment Advisors
Kansas
$11.2M -$285K -10,083 -2%