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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
BL
1026
BFSG LLC
California
$116K
Fifth Third Bancorp
1027
Fifth Third Bancorp
Ohio
$108K
NCM
1028
Northwest Capital Management
Oregon
$108K
GKIM
1029
GW&K Investment Management
Massachusetts
$105K
CT
1030
Caldwell Trust
Florida
$105K
ST
1031
Smithfield Trust
Pennsylvania
$104K
SAM
1032
Smartleaf Asset Management
Massachusetts
$104K
WWM
1033
Woodside Wealth Management
Massachusetts
$102K
CIAS
1034
Capital Investment Advisory Services
North Carolina
$102K
SIC
1035
SJS Investment Consulting
Ohio
$101K
ME
1036
McIlrath & Eck
Washington
$99.7K
FCT
1037
First Community Trust
Iowa
$99.7K
CT
1038
Clearstead Trust
Maine
$99.2K
BW
1039
Basepoint Wealth
Iowa
$94.2K
TFM
1040
TFC Financial Management
Massachusetts
$92.4K
PPL
1041
Planning Project LLC
Texas
$91.2K
MJRIC
1042
Mogy Joel R Investment Counsel
California
$89.2K
TAM
1043
Tucker Asset Management
Colorado
$86.1K
CTC
1044
Central Trust Company
Missouri
$85.4K
NEWAS
1045
N.E.W. Advisory Services
Wisconsin
$85.4K
FG
1046
Fairman Group
Pennsylvania
$85.3K
KA
1047
Kozak & Associates
Colorado
$84.7K
WIM
1048
Westside Investment Management
California
$84K
SGFG
1049
Silver Grove Financial Group
New York
$83.9K
FHA
1050
Flagship Harbor Advisors
Massachusetts
$81.3K