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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
RWM
76
RKL Wealth Management
Pennsylvania
$15.2M
EWM
77
Empirical Wealth Management
Washington
$14.6M
PCIA
78
Prime Capital Investment Advisors
Kansas
$14.2M
AF
79
Align Financial
Minnesota
$14.1M
SLT
80
St Louis Trust
Missouri
$14.1M
SFA
81
Seneca Financial Advisors
New York
$13.5M
IAS
82
IMA Advisory Services
Colorado
$13.4M
MCM
83
MAI Capital Management
Ohio
$12.9M
NSAM
84
North Star Asset Management
Wisconsin
$12.9M
Lido Advisors
85
Lido Advisors
California
$12.8M
HWA
86
HHM Wealth Advisors
Tennessee
$12.7M
AP
87
Appleton Partners
Massachusetts
$12.5M
WA
88
Waverly Advisors
Alabama
$12.4M
MML Investors Services
89
MML Investors Services
Massachusetts
$12.4M
SJIM
90
St. Johns Investment Management
Florida
$12.3M
FFN
91
Focus Financial Network
Minnesota
$12.2M
TI
92
Tidal Investments
Wisconsin
$12M
US Bancorp
93
US Bancorp
Minnesota
$12M
CKAIS
94
Christensen King & Associates Investment Services
Washington
$11.9M
SFWC
95
Strategic Family Wealth Counselors
New Jersey
$11.7M
LFS
96
Lutz Financial Services
Nebraska
$11.6M
TPW
97
Tiller Private Wealth
Pennsylvania
$11.5M
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$11.5M
TWM
99
Tradition Wealth Management
Minnesota
$11.3M
OIA
100
OneDigital Investment Advisors
Kansas
$11.2M