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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
RCM
1026
Richardson Capital Management
Wisconsin
$179K +$762 +27 +0.4%
BTI
1027
Blue Trust Inc
Georgia
$179K -$23.8K -843 -12%
LWANC
1028
Laurel Wealth Advisors (North Carolina)
North Carolina
$175K +$174K +6,160 New
PG
1029
Proffitt & Goodson
Tennessee
$172K
RF
1030
Robbins Farley
New Hampshire
$171K +$74.5K +2,640 +78%
MAFA
1031
MJT & Associates Financial Advisory
Minnesota
$170K
TIM
1032
Thompson Investment Management
Wisconsin
$162K
BWL
1033
Bogart Wealth LLC
Virginia
$161K +$105K +3,706 +191%
FW
1034
Fairway Wealth
Ohio
$154K
KFI
1035
Key Financial Inc
Pennsylvania
$147K -$2.26K -80 -2%
W
1036
WealthCollab
Washington
$144K +$143K +5,055 New
PMFA
1037
Plante Moran Financial Advisors
Michigan
$144K -$1.69K -60 -1%
DF
1038
DecisionPoint Financial
Arizona
$143K
WSFS
1039
Wilmington Savings Fund Society
Delaware
$142K
HIA
1040
Harbor Investment Advisory
Maryland
$136K
AW
1041
Avion Wealth
Texas
$131K
RMP
1042
Richards, Merrill & Peterson
Washington
$129K
HC
1043
Hurley Capital
New York
$128K +$141 +5 +0.1%
B
1044
Bayban
Minnesota
$125K +$124K +4,396 New
PWAM
1045
Private Wealth Asset Management
Iowa
$125K +$118K +4,165 +1,876%
SMA
1046
Sage Mountain Advisors
Georgia
$125K +$537 +19 +0.4%
NIA
1047
NBZ Investment Advisors
Tennessee
$124K
RDFA
1048
Ritter Daniher Financial Advisory
Ohio
$123K +$41.2K +1,459 +51%
FMII
1049
Farmers & Merchants Investments Inc
Nebraska
$122K
BONH
1050
Bank of New Hampshire
New Hampshire
$119K