SCHA icon

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
CT
1051
Clearstead Trust
Maine
$99.2K
BW
1052
Basepoint Wealth
Iowa
$94.2K
TFM
1053
TFC Financial Management
Massachusetts
$92.4K
PPL
1054
Planning Project LLC
Texas
$91.2K
MJRIC
1055
Mogy Joel R Investment Counsel
California
$89.2K
TAM
1056
Tucker Asset Management
Colorado
$86.1K
CTC
1057
Central Trust Company
Missouri
$85.4K
NEWAS
1058
N.E.W. Advisory Services
Wisconsin
$85.4K
FG
1059
Fairman Group
Pennsylvania
$85.3K
KA
1060
Kozak & Associates
Colorado
$84.7K
WIM
1061
Westside Investment Management
California
$84K
SGFG
1062
Silver Grove Financial Group
New York
$83.9K
FHA
1063
Flagship Harbor Advisors
Massachusetts
$81.3K
EA
1064
Evolution Advisers
Virginia
$81K
CIM
1065
Contravisory Investment Management
Massachusetts
$79.4K
HICL
1066
Hamrick Investment Counsel, llc
Washington
$78.8K
DF
1067
Dunhill Financial
United Kingdom
$77.3K
VCM
1068
Versant Capital Management
Arizona
$76.3K
BC
1069
Barrett & Company
Rhode Island
$75.8K
PK
1070
Pflug Koory
Nebraska
$75.4K
UB
1071
UMB Bank
Missouri
$74K
OA
1072
Operose Advisors
Wisconsin
$71.7K
FCAS
1073
First Command Advisory Services
Texas
$71K
SWM
1074
SHP Wealth Management
Massachusetts
$70.2K
CFG
1075
Chapman Financial Group
Hawaii
$69.4K