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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
KCM
1101
Key Capital Management
Tennessee
$40.3K
AA
1102
Addison Advisors
Vermont
$39.8K
FHC
1103
First Horizon Corporation
Tennessee
$39.7K
ATC
1104
Adirondack Trust Company
New York
$39.3K
TCM
1105
Triumph Capital Management
Colorado
$38.2K
KFAS
1106
Keating Financial Advisory Services
Kansas
$37.5K
IIM
1107
IFC & Insurance Marketing
California
$37K
HFS
1108
Hantz Financial Services
Michigan
$36K
OCM
1109
Osbon Capital Management
Massachusetts
$35.9K
OHWP
1110
Oak Harbor Wealth Partners
North Carolina
$35.3K
HHCP
1111
Hilton Head Capital Partners
South Carolina
$34.4K
MFA
1112
Morling Financial Advisors
California
$34.2K
CNBT
1113
Cornerstone National Bank & Trust
Illinois
$33.3K
M
1114
MOTCO
Texas
$33K
HI
1115
Hoey Investments
Pennsylvania
$33K
SC
1116
Stephens Consulting
Michigan
$32.9K
SL
1117
Salomon & Ludwin
Virginia
$32.1K
IAIM
1118
International Assets Investment Management
Florida
$31.1K
TF
1119
Tompkins Financial
New York
$30.8K
JFG
1120
JDM Financial Group
Texas
$30.4K
MBFW
1121
Morton Brown Family Wealth
Pennsylvania
$30.4K
HPIA
1122
Hamilton Point Investment Advisors
North Carolina
$30.3K
GGI
1123
Godsey & Gibb Inc
Virginia
$28.8K
AEPWM
1124
Atlantic Edge Private Wealth Management
Florida
$28.5K
BAM
1125
Bellevue Asset Management
Washington
$27.7K