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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
CWA
976
Clarity Wealth Advisors
California
$211K
TWM
977
Topsail Wealth Management
North Carolina
$211K
AA
978
Ancora Advisors
Ohio
$209K
PPF
979
Pacific Park Financial
California
$209K
TIM
980
Total Investment Management
Arizona
$208K
AIMC
981
Alley Investment Management Company
Illinois
$208K
ARC
982
Advisor Resource Council
Texas
$208K
GKWIM
983
Gerber Kawasaki Wealth & Investment Management
California
$207K
AA
984
Apriem Advisors
California
$207K
IPA
985
Investment Planning Advisors
Georgia
$205K
ML
986
Mayport LLC
Massachusetts
$205K
BFM
987
Broadview Financial Management
Wisconsin
$204K
AWM
988
Axxcess Wealth Management
California
$203K
ACM
989
Anfield Capital Management
California
$203K
HCMT
990
Highland Capital Management (Tennessee)
Tennessee
$202K
NEPWA
991
New England Private Wealth Advisors
Massachusetts
$202K
GWAM
992
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K
MWP
993
Madison Wealth Partners
Wisconsin
$201K
EWM
994
Evercore Wealth Management
New York
$201K
ISFAN
995
Investor's Fiduciary Advisor Network
Washington
$200K
AssetMark Inc
996
AssetMark Inc
California
$197K
FPF
997
First Pacific Financial
Washington
$195K
PCM
998
Palouse Capital Management
Washington
$192K
PB
999
Pinnacle Bancorp
Nebraska
$191K
MA
1000
Modus Advisors
Minnesota
$189K