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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
HCMT
1001
Highland Capital Management (Tennessee)
Tennessee
$202K
NEPWA
1002
New England Private Wealth Advisors
Massachusetts
$202K
GWAM
1003
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K
MWP
1004
Madison Wealth Partners
Wisconsin
$201K
EWM
1005
Evercore Wealth Management
New York
$201K
ISFAN
1006
Investor's Fiduciary Advisor Network
Washington
$200K
AssetMark Inc
1007
AssetMark Inc
California
$197K
FPF
1008
First Pacific Financial
Washington
$195K
PCM
1009
Palouse Capital Management
Washington
$192K
PB
1010
Pinnacle Bancorp
Nebraska
$191K
MA
1011
Modus Advisors
Minnesota
$189K
BFPW
1012
BOK Financial Private Wealth
Colorado
$182K
ECM
1013
Elgethun Capital Management
South Dakota
$181K
RCM
1014
Richardson Capital Management
Wisconsin
$179K
BTI
1015
Blue Trust Inc
Georgia
$179K
LWANC
1016
Laurel Wealth Advisors (North Carolina)
North Carolina
$175K
PG
1017
Proffitt & Goodson
Tennessee
$172K
RF
1018
Robbins Farley
New Hampshire
$171K
MAFA
1019
MJT & Associates Financial Advisory
Minnesota
$170K
TIM
1020
Thompson Investment Management
Wisconsin
$162K
BWL
1021
Bogart Wealth LLC
Virginia
$161K
FW
1022
Fairway Wealth
Ohio
$154K
KFI
1023
Key Financial Inc
Pennsylvania
$147K
W
1024
WealthCollab
Washington
$144K
PMFA
1025
Plante Moran Financial Advisors
Michigan
$144K