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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
SWA
1126
SOA Wealth Advisors
New York
$18.2K
AWM
1127
Angeles Wealth Management
California
$17.4K
KG
1128
Kilter Group
New York
$17.3K
FFC
1129
First Financial Corp
Indiana
$17K
PFA
1130
Pillar Financial Advisors
Kentucky
$16K
GI
1131
GAMMA Investing
California
$15.2K
PP
1132
PDS Planning
Ohio
$14.8K
JFA
1133
JNBA Financial Advisors
Minnesota
$14.2K
SA
1134
Strategic Advocates
Utah
$13.4K
WWMSC
1135
Wagner Wealth Management (South Carolina)
South Carolina
$12.3K
WA
1136
Whipplewood Advisors
Colorado
$12K
BIM
1137
Breakwater Investment Management
Washington
$11.4K
IBOK
1138
Independence Bank of Kentucky
Kentucky
$11.4K
AWM
1139
Aberdeen Wealth Management
Illinois
$11.4K
AIC
1140
Archer Investment Corporation
Indiana
$11.2K
CMA
1141
Cedar Mountain Advisors
Oregon
$10.9K
TFG
1142
Team Financial Group
California
$10.8K
ANBT
1143
American National Bank & Trust
Texas
$10.4K
HCM
1144
Horrell Capital Management
Arkansas
$10K
PCG
1145
PFC Capital Group
California
$10K
OCM
1146
Orion Capital Management
California
$9.91K
Simplex Trading
1147
Simplex Trading
Illinois
$9.65K
VWA
1148
Valued Wealth Advisors
Utah
$9.35K
TCA
1149
Trifecta Capital Advisors
Illinois
$9.3K
UFPG
1150
United Financial Planning Group
New York
$9.26K