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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
DF
1026
DecisionPoint Financial
Arizona
$143K
WSFS
1027
Wilmington Savings Fund Society
Delaware
$142K
HIA
1028
Harbor Investment Advisory
Maryland
$136K
AW
1029
Avion Wealth
Texas
$131K
RMP
1030
Richards, Merrill & Peterson
Washington
$129K
HC
1031
Hurley Capital
New York
$128K
B
1032
Bayban
Minnesota
$125K
PWAM
1033
Private Wealth Asset Management
Iowa
$125K
SMA
1034
Sage Mountain Advisors
Georgia
$125K
NIA
1035
NBZ Investment Advisors
Tennessee
$124K
RDFA
1036
Ritter Daniher Financial Advisory
Ohio
$123K
FMII
1037
Farmers & Merchants Investments Inc
Nebraska
$122K
BONH
1038
Bank of New Hampshire
New Hampshire
$119K
BL
1039
BFSG LLC
California
$116K
Fifth Third Bancorp
1040
Fifth Third Bancorp
Ohio
$108K
NCM
1041
Northwest Capital Management
Oregon
$108K
GKIM
1042
GW&K Investment Management
Massachusetts
$105K
CT
1043
Caldwell Trust
Florida
$105K
ST
1044
Smithfield Trust
Pennsylvania
$104K
SAM
1045
Smartleaf Asset Management
Massachusetts
$104K
WWM
1046
Woodside Wealth Management
Massachusetts
$102K
CIAS
1047
Capital Investment Advisory Services
North Carolina
$102K
SIC
1048
SJS Investment Consulting
Ohio
$101K
ME
1049
McIlrath & Eck
Washington
$99.7K
FCT
1050
First Community Trust
Iowa
$99.7K