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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
EA
1051
Evolution Advisers
Virginia
$81K
CIM
1052
Contravisory Investment Management
Massachusetts
$79.4K
DF
1053
Dunhill Financial
United Kingdom
$77.3K
VCM
1054
Versant Capital Management
Arizona
$76.3K
BC
1055
Barrett & Company
Rhode Island
$75.8K
PK
1056
Pflug Koory
Nebraska
$75.4K
UB
1057
UMB Bank
Missouri
$74K
OA
1058
Operose Advisors
Wisconsin
$71.7K
FCAS
1059
First Command Advisory Services
Texas
$71K
CFG
1060
Chapman Financial Group
Hawaii
$69.4K
SGK
1061
Steigerwald Gordon & Koch
Virginia
$68.3K
MCCP
1062
Mission Creek Capital Partners
California
$68.3K
HAP
1063
Harbor Asset Planning
Massachusetts
$66.3K
GCM
1064
Gables Capital Management
Florida
$66.2K
CFB
1065
Cullen/Frost Bankers
Texas
$65.8K
LWM
1066
Lodestone Wealth Management
Washington
$65K
FF
1067
Frankly Finances
Florida
$61.7K
Franklin Resources
1068
Franklin Resources
California
$59.2K
GFA
1069
Godfrey Financial Associates
New York
$59K
CTWM
1070
Cherry Tree Wealth Management
Minnesota
$58.6K
JFGIW
1071
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.1K
BCM
1072
Blume Capital Management
California
$57.9K
CAM
1073
Costello Asset Management
Pennsylvania
$57.7K
BDPWM
1074
Barnes Dennig Private Wealth Management
Ohio
$57K
AWM
1075
Activest Wealth Management
Florida
$55.3K