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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
FBC
976
Fairfield, Bush & Co
Connecticut
$218K
PIM
977
Penobscot Investment Management
Massachusetts
$216K
AF
978
Apollon Financial
South Carolina
$216K
UFA
979
Unify Financial Advisors
Florida
$215K
OWP
980
Obermeyer Wealth Partners
Colorado
$215K
HIM
981
Harbour Investment Management
Washington
$215K
ESB
982
Essex Savings Bank
Connecticut
$215K
SWA
983
Sax Wealth Advisors
New Jersey
$214K
BCM
984
Becker Capital Management
Oregon
$213K
PWM
985
PTM Wealth Management
United States
$211K
OAP
986
One Advisory Partners
Kansas
$211K
CWA
987
Clarity Wealth Advisors
California
$211K
TWM
988
Topsail Wealth Management
North Carolina
$211K
AA
989
Ancora Advisors
Ohio
$209K
PPF
990
Pacific Park Financial
California
$209K
TIM
991
Total Investment Management
Arizona
$208K
AIMC
992
Alley Investment Management Company
Illinois
$208K
ARC
993
Advisor Resource Council
Texas
$208K
GKWIM
994
Gerber Kawasaki Wealth & Investment Management
California
$207K
AA
995
Apriem Advisors
California
$207K
IPA
996
Investment Planning Advisors
Georgia
$205K
ML
997
Mayport LLC
Massachusetts
$205K
BFM
998
Broadview Financial Management
Wisconsin
$204K
AWM
999
Axxcess Wealth Management
California
$203K
ACM
1000
Anfield Capital Management
California
$203K