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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
PPF
1001
Pacific Park Financial
California
$209K +$207K +7,322 New
TIM
1002
Total Investment Management
Arizona
$208K +$537 +19 +0.3%
AIMC
1003
Alley Investment Management Company
Illinois
$208K -$2.99K -106 -1%
ARC
1004
Advisor Resource Council
Texas
$208K +$193K +6,825 New
GKWIM
1005
Gerber Kawasaki Wealth & Investment Management
California
$207K -$45.8K -1,621 -18%
AA
1006
Apriem Advisors
California
$207K -$706 -25 -0.3%
IPA
1007
Investment Planning Advisors
Georgia
$205K +$508 +18 +0.3%
ML
1008
Mayport LLC
Massachusetts
$205K +$203K +7,186 New
BFM
1009
Broadview Financial Management
Wisconsin
$204K -$2.57K -91 -1%
AWM
1010
Axxcess Wealth Management
California
$203K +$202K +7,140 New
ACM
1011
Anfield Capital Management
California
$203K +$43.4K +1,537 +27%
HCMT
1012
Highland Capital Management (Tennessee)
Tennessee
$202K -$52.3K -1,851 -21%
NEPWA
1013
New England Private Wealth Advisors
Massachusetts
$202K +$200K +7,079 New
GWAM
1014
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K -$3.62K -128 -2%
MWP
1015
Madison Wealth Partners
Wisconsin
$201K -$42.6K -1,509 -18%
EWM
1016
Evercore Wealth Management
New York
$201K -$4.18K -148 -2%
ISFAN
1017
Investor's Fiduciary Advisor Network
Washington
$200K +$199K +7,054 New
AssetMark Inc
1018
AssetMark Inc
California
$197K +$11.8K +418 +6%
FPF
1019
First Pacific Financial
Washington
$195K +$875 +31 +0.5%
PCM
1020
Palouse Capital Management
Washington
$192K +$3.19K +113 +2%
PB
1021
Pinnacle Bancorp
Nebraska
$191K -$4.77K -169 -2%
MA
1022
Modus Advisors
Minnesota
$189K -$17.1K -604 -8%
BFPW
1023
BOK Financial Private Wealth
Colorado
$182K
ECM
1024
Elgethun Capital Management
South Dakota
$181K -$3.05K -108 -2%
SWP
1025
Strategic Wealth Partners
Ohio
$181K -$3.36K -119 -2%