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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
BFPW
1001
BOK Financial Private Wealth
Colorado
$182K
ECM
1002
Elgethun Capital Management
South Dakota
$181K
RCM
1003
Richardson Capital Management
Wisconsin
$179K
BTI
1004
Blue Trust Inc
Georgia
$179K
LWANC
1005
Laurel Wealth Advisors (North Carolina)
North Carolina
$175K
PG
1006
Proffitt & Goodson
Tennessee
$172K
RF
1007
Robbins Farley
New Hampshire
$171K
MAFA
1008
MJT & Associates Financial Advisory
Minnesota
$170K
TIM
1009
Thompson Investment Management
Wisconsin
$162K
BWL
1010
Bogart Wealth LLC
Virginia
$161K
FW
1011
Fairway Wealth
Ohio
$154K
KFI
1012
Key Financial Inc
Pennsylvania
$147K
W
1013
WealthCollab
Washington
$144K
PMFA
1014
Plante Moran Financial Advisors
Michigan
$144K
DF
1015
DecisionPoint Financial
Arizona
$143K
WSFS
1016
Wilmington Savings Fund Society
Delaware
$142K
HIA
1017
Harbor Investment Advisory
Maryland
$136K
AW
1018
Avion Wealth
Texas
$131K
RMP
1019
Richards, Merrill & Peterson
Washington
$129K
HC
1020
Hurley Capital
New York
$128K
PWAM
1021
Private Wealth Asset Management
Iowa
$125K
SMA
1022
Sage Mountain Advisors
Georgia
$125K
NIA
1023
NBZ Investment Advisors
Tennessee
$124K
RDFA
1024
Ritter Daniher Financial Advisory
Ohio
$123K
FMII
1025
Farmers & Merchants Investments Inc
Nebraska
$122K