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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
M
1126
MOTCO
Texas
$33K -$3.36K -119 -9%
HI
1127
Hoey Investments
Pennsylvania
$33K
SC
1128
Stephens Consulting
Michigan
$32.9K +$31.6K +1,119 +3,108%
SL
1129
Salomon & Ludwin
Virginia
$32.1K
SWP
1130
SIMA Wealth Partners
Virginia
$31.7K +$85 +3 +0.3%
IAIM
1131
International Assets Investment Management
Florida
$31.1K +$30.8K +1,091 New
TF
1132
Tompkins Financial
New York
$30.8K +$29.1K +1,031 +1,983%
JFG
1133
JDM Financial Group
Texas
$30.4K
MBFW
1134
Morton Brown Family Wealth
Pennsylvania
$30.4K +$30.2K +1,069 New
HPIA
1135
Hamilton Point Investment Advisors
North Carolina
$30.3K
GGI
1136
Godsey & Gibb Inc
Virginia
$28.8K
AEPWM
1137
Atlantic Edge Private Wealth Management
Florida
$28.5K
BAM
1138
Bellevue Asset Management
Washington
$27.7K +$85 +3 +0.3%
ICM
1139
Islay Capital Management
Texas
$25.6K
OP
1140
ORG Partners
Indiana
$24.8K
PP
1141
PFS Partners
New Jersey
$23.3K
GWS
1142
Glassman Wealth Services
Virginia
$23K
TFGT
1143
TS Financial Group (TSFG)
Illinois
$23K
CPA
1144
Cardiff Park Advisors
California
$22.8K
KFGG
1145
Keystone Financial Group (Georgia)
Georgia
$22.4K +$85 +3 +0.4%
WWA
1146
Wealth Watch Advisors
Colorado
$22.3K
RF
1147
Roxbury Financial
New Jersey
$22.1K
MCA
1148
Maryland Capital Advisors
Maryland
$22K +$28 +1 +0.1%
WPA
1149
Wealth Preservation Advisors
Tennessee
$21.8K
KFP
1150
Kerr Financial Planning
California
$21K +$85 +3 +0.4%