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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
BDPWM
1101
Barnes Dennig Private Wealth Management
Ohio
$57K
AWM
1102
Activest Wealth Management
Florida
$55.3K +$54.8K +1,940 New
PS
1103
Pinney & Scofield
Massachusetts
$55K +$113 +4 +0.2%
RIL
1104
Rothschild Investment LLC
Illinois
$54K +$16.3K +577 +44%
CP
1105
Camelot Portfolios
Ohio
$51.9K +$51.4K +1,821 New
SC
1106
SouthState Corp
Florida
$51.3K -$207K -7,338 -80%
SIS
1107
Sound Income Strategies
Florida
$48.1K +$5.65K +200 +15%
AP
1108
Aspect Partners
Virginia
$45.6K -$22.5K -796 -33%
CIAS
1109
CBIZ Investment Advisory Services
Ohio
$45.2K
RF
1110
Rossby Financial
Florida
$45.2K +$9.6K +340 +27%
IF
1111
Integrity Financial
Wyoming
$44.9K
NSG
1112
Nalls Sherbakoff Group
Tennessee
$42.4K -$162K -5,741 -79%
KCM
1113
Key Capital Management
Tennessee
$40.3K +$39.9K +1,414 New
AA
1114
Addison Advisors
Vermont
$39.8K +$39.4K +1,396 New
FHC
1115
First Horizon Corporation
Tennessee
$39.7K -$5.87K -208 -13%
ATC
1116
Adirondack Trust Company
New York
$39.3K +$7.93K +281 +26%
TCM
1117
Triumph Capital Management
Colorado
$38.2K +$37.9K +1,341 New
KFAS
1118
Keating Financial Advisory Services
Kansas
$37.5K +$37.2K +1,316 New
IIM
1119
IFC & Insurance Marketing
California
$37K +$36.8K +1,302 New
HFS
1120
Hantz Financial Services
Michigan
$36K +$12.5K +442 +53%
OCM
1121
Osbon Capital Management
Massachusetts
$35.9K +$35.6K +1,259 New
OHWP
1122
Oak Harbor Wealth Partners
North Carolina
$35.3K +$33.3K +1,180 +1,967%
HHCP
1123
Hilton Head Capital Partners
South Carolina
$34.4K +$34.1K +1,208 New
MFA
1124
Morling Financial Advisors
California
$34.2K
CNBT
1125
Cornerstone National Bank & Trust
Illinois
$33.3K