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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
PS
1076
Pinney & Scofield
Massachusetts
$55K
RIL
1077
Rothschild Investment LLC
Illinois
$54K
CP
1078
Camelot Portfolios
Ohio
$51.9K
SC
1079
SouthState Corp
Florida
$51.3K
SIS
1080
Sound Income Strategies
Florida
$48.1K
AP
1081
Aspect Partners
Virginia
$45.6K
CIAS
1082
CBIZ Investment Advisory Services
Ohio
$45.2K
RF
1083
Rossby Financial
Florida
$45.2K
IF
1084
Integrity Financial
Wyoming
$44.9K
KCM
1085
Key Capital Management
Tennessee
$40.3K
AA
1086
Addison Advisors
Vermont
$39.8K
FHC
1087
First Horizon Corporation
Tennessee
$39.7K
ATC
1088
Adirondack Trust Company
New York
$39.3K
TCM
1089
Triumph Capital Management
Colorado
$38.2K
KFAS
1090
Keating Financial Advisory Services
Kansas
$37.5K
IIM
1091
IFC & Insurance Marketing
California
$37K
HFS
1092
Hantz Financial Services
Michigan
$36K
OHWP
1093
Oak Harbor Wealth Partners
North Carolina
$35.3K
HHCP
1094
Hilton Head Capital Partners
South Carolina
$34.4K
MFA
1095
Morling Financial Advisors
California
$34.2K
CNBT
1096
Cornerstone National Bank & Trust
Illinois
$33.3K
M
1097
MOTCO
Texas
$33K
HI
1098
Hoey Investments
Pennsylvania
$33K
SC
1099
Stephens Consulting
Michigan
$32.9K
SL
1100
Salomon & Ludwin
Virginia
$32.1K