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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
IAIM
1101
International Assets Investment Management
Florida
$31.1K
TF
1102
Tompkins Financial
New York
$30.8K
JFG
1103
JDM Financial Group
Texas
$30.4K
MBFW
1104
Morton Brown Family Wealth
Pennsylvania
$30.4K
HPIA
1105
Hamilton Point Investment Advisors
North Carolina
$30.3K
GGI
1106
Godsey & Gibb Inc
Virginia
$28.8K
AEPWM
1107
Atlantic Edge Private Wealth Management
Florida
$28.5K
BAM
1108
Bellevue Asset Management
Washington
$27.7K
ICM
1109
Islay Capital Management
Texas
$25.6K
OP
1110
ORG Partners
Indiana
$24.8K
PP
1111
PFS Partners
New Jersey
$23.3K
GWS
1112
Glassman Wealth Services
Virginia
$23K
TFGT
1113
TS Financial Group (TSFG)
Illinois
$23K
CPA
1114
Cardiff Park Advisors
California
$22.8K
KFGG
1115
Keystone Financial Group (Georgia)
Georgia
$22.4K
WWA
1116
Wealth Watch Advisors
Colorado
$22.3K
RF
1117
Roxbury Financial
New Jersey
$22.1K
MCA
1118
Maryland Capital Advisors
Maryland
$22K
WPA
1119
Wealth Preservation Advisors
Tennessee
$21.8K
KFP
1120
Kerr Financial Planning
California
$21K
GJIA
1121
Glass Jacobson Investment Advisors
Maryland
$20.8K
CA
1122
Crewe Advisors
Utah
$20.2K
AW
1123
Ankerstar Wealth
Texas
$19.6K
BF
1124
BOK Financial
Oklahoma
$19.3K
PP
1125
Pacifica Partners
Canada
$18.7K