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
SGK
1076
Steigerwald Gordon & Koch
Virginia
$68.3K
MCCP
1077
Mission Creek Capital Partners
California
$68.3K
HAP
1078
Harbor Asset Planning
Massachusetts
$66.3K
GCM
1079
Gables Capital Management
Florida
$66.2K
CFB
1080
Cullen/Frost Bankers
Texas
$65.8K
LWM
1081
Lodestone Wealth Management
Washington
$65K
FF
1082
Frankly Finances
Florida
$61.7K
Franklin Resources
1083
Franklin Resources
California
$59.2K
GFA
1084
Godfrey Financial Associates
New York
$59K
CTWM
1085
Cherry Tree Wealth Management
Minnesota
$58.6K
JFGIW
1086
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$58.1K
BCM
1087
Blume Capital Management
California
$57.9K
CAM
1088
Costello Asset Management
Pennsylvania
$57.7K
BDPWM
1089
Barnes Dennig Private Wealth Management
Ohio
$57K
AWM
1090
Activest Wealth Management
Florida
$55.3K
PS
1091
Pinney & Scofield
Massachusetts
$55K
RIL
1092
Rothschild Investment LLC
Illinois
$54K
CP
1093
Camelot Portfolios
Ohio
$51.9K
SC
1094
SouthState Corp
Florida
$51.3K
SIS
1095
Sound Income Strategies
Florida
$48.1K
AP
1096
Aspect Partners
Virginia
$45.6K
CIAS
1097
CBIZ Investment Advisory Services
Ohio
$45.2K
RF
1098
Rossby Financial
Florida
$45.2K
IF
1099
Integrity Financial
Wyoming
$44.9K
NSG
1100
Nalls Sherbakoff Group
Tennessee
$42.4K