We are live on ! Find out more
SCHA icon

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
EA
1076
Evolution Advisers
Virginia
$81K +$20.3K +720 +34%
CIM
1077
Contravisory Investment Management
Massachusetts
$79.4K +$12.6K +446 +19%
HIC
1078
Hamrick Investment Counsel
Washington
$78.8K +$78.1K +2,766 New
DF
1079
Dunhill Financial
United Kingdom
$77.3K +$64.6K +2,286 +534%
VCM
1080
Versant Capital Management
Arizona
$76.3K +$28 +1 +0%
BC
1081
Barrett & Company
Rhode Island
$75.8K
PK
1082
Pflug Koory
Nebraska
$75.4K
UB
1083
UMB Bank
Missouri
$74K
OA
1084
Operose Advisors
Wisconsin
$71.7K
FCAS
1085
First Command Advisory Services
Texas
$71K +$52.8K +1,870 +300%
SWM
1086
SHP Wealth Management
Massachusetts
$70.2K +$69.6K +2,464 New
CFG
1087
Chapman Financial Group
Hawaii
$69.4K -$4.97K -176 -7%
SGK
1088
Steigerwald Gordon & Koch
Virginia
$68.3K -$16.9K -599 -20%
MCCP
1089
Mission Creek Capital Partners
California
$68.3K
HAP
1090
Harbor Asset Planning
Massachusetts
$66.3K +$4.41K +156 +7%
GCM
1091
Gables Capital Management
Florida
$66.2K
CFB
1092
Cullen/Frost Bankers
Texas
$65.8K -$22.4K -795 -26%
LWM
1093
Lodestone Wealth Management
Washington
$65K +$64.5K +2,283 New
FF
1094
Frankly Finances
Florida
$61.7K +$61.2K +2,168 New
Franklin Resources
1095
Franklin Resources
California
$59.2K +$37.7K +1,336 +180%
GFA
1096
Godfrey Financial Associates
New York
$59K +$58.5K +2,073 New
CTWM
1097
Cherry Tree Wealth Management
Minnesota
$58.6K +$4.88K +173 +9%
JFGIW
1098
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.1K -$3.28K -116 -5%
BCM
1099
Blume Capital Management
California
$57.9K
CAM
1100
Costello Asset Management
Pennsylvania
$57.7K -$1.1K -39 -2%