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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
ACM
976
Appalachian Capital Management
Ohio
$223K +$221K +7,823 New
SQA
977
Simon Quick Advisors
New Jersey
$222K +$1.58K +56 +0.7%
CIA
978
Compass Ion Advisors
Pennsylvania
$222K -$35.8K -1,269 -14%
CWA
979
Continuum Wealth Advisors
New York
$221K -$22.3K -788 -9%
AL
980
ADE LLC
Maryland
$220K
AFP
981
ATLas Financial Planning
Georgia
$220K +$218K +7,714 New
SFS
982
Sowell Financial Services
Arkansas
$219K +$218K +7,705 New
AA
983
Alesco Advisors
New York
$219K -$22.9K -812 -10%
HCWM
984
Hidden Cove Wealth Management
Washington
$218K
BHWM
985
Beaird Harris Wealth Management
Texas
$218K +$875 +31 +0.4%
FBC
986
Fairfield, Bush & Co
Connecticut
$218K -$2.74K -97 -1%
WAS
987
Westco Advisory Services
New York
$217K +$215K +7,618 New
PIM
988
Penobscot Investment Management
Massachusetts
$216K -$22K -780 -9%
AF
989
Apollon Financial
South Carolina
$216K +$214K +7,584 New
UFA
990
Unify Financial Advisors
Florida
$215K +$214K +7,561 New
OWP
991
Obermeyer Wealth Partners
Colorado
$215K +$213K +7,554 New
HIM
992
Harbour Investment Management
Washington
$215K
ESB
993
Essex Savings Bank
Connecticut
$215K
SWA
994
Sax Wealth Advisors
New Jersey
$214K -$11.4K -405 -5%
BCM
995
Becker Capital Management
Oregon
$213K +$4.52K +160 +2%
PWM
996
PTM Wealth Management
United States
$211K +$904 +32 +0.4%
OAP
997
One Advisory Partners
Kansas
$211K +$209K +7,414 New
CWA
998
Clarity Wealth Advisors
California
$211K +$209K +7,411 New
TWM
999
Topsail Wealth Management
North Carolina
$211K
AA
1000
Ancora Advisors
Ohio
$209K +$57.8K +2,047 +39%