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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
BL
1051
BFSG LLC
California
$116K -$25.8K -912 -18%
Fifth Third Bancorp
1052
Fifth Third Bancorp
Ohio
$108K +$71.2K +2,521 +198%
NCM
1053
Northwest Capital Management
Oregon
$108K -$153K -5,431 -59%
GKIM
1054
GW&K Investment Management
Massachusetts
$105K +$452 +16 +0.4%
CT
1055
Caldwell Trust
Florida
$105K
ST
1056
Smithfield Trust
Pennsylvania
$104K
SAM
1057
Smartleaf Asset Management
Massachusetts
$104K -$604K -21,377 -86%
WWM
1058
Woodside Wealth Management
Massachusetts
$102K
CIAS
1059
Capital Investment Advisory Services
North Carolina
$102K -$49.3K -1,747 -33%
SIC
1060
SJS Investment Consulting
Ohio
$101K
ME
1061
McIlrath & Eck
Washington
$99.7K +$53.2K +1,883 +116%
FCT
1062
First Community Trust
Iowa
$99.7K
CT
1063
Clearstead Trust
Maine
$99.2K
BW
1064
Basepoint Wealth
Iowa
$94.2K +$93.4K +3,307 New
TFM
1065
TFC Financial Management
Massachusetts
$92.4K +$23.6K +835 +35%
PPL
1066
Planning Project LLC
Texas
$91.2K +$90.4K +3,202 New
MJRIC
1067
Mogy Joel R Investment Counsel
California
$89.2K
TAM
1068
Tucker Asset Management
Colorado
$86.1K
CTC
1069
Central Trust Company
Missouri
$85.4K -$11.3K -400 -12%
NEWAS
1070
N.E.W. Advisory Services
Wisconsin
$85.4K
FG
1071
Fairman Group
Pennsylvania
$85.3K +$113 +4 +0.1%
KA
1072
Kozak & Associates
Colorado
$84.7K -$158K -5,591 -67%
WIM
1073
Westside Investment Management
California
$84K
SGFG
1074
Silver Grove Financial Group
New York
$83.9K +$83.2K +2,947 New
FHA
1075
Flagship Harbor Advisors
Massachusetts
$81.3K +$80.6K +2,856 New