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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
ICM
1126
Islay Capital Management
Texas
$25.6K
OP
1127
ORG Partners
Indiana
$24.8K
PP
1128
PFS Partners
New Jersey
$23.3K
GWS
1129
Glassman Wealth Services
Virginia
$23K
TFGT
1130
TS Financial Group (TSFG)
Illinois
$23K
CPA
1131
Cardiff Park Advisors
California
$22.8K
KFGG
1132
Keystone Financial Group (Georgia)
Georgia
$22.4K
WWA
1133
Wealth Watch Advisors
Colorado
$22.3K
RF
1134
Roxbury Financial
New Jersey
$22.1K
MCA
1135
Maryland Capital Advisors
Maryland
$22K
WPA
1136
Wealth Preservation Advisors
Tennessee
$21.8K
KFP
1137
Kerr Financial Planning
California
$21K
GJIA
1138
Glass Jacobson Investment Advisors
Maryland
$20.8K
CA
1139
Crewe Advisors
Utah
$20.2K
AW
1140
Ankerstar Wealth
Texas
$19.6K
BF
1141
BOK Financial
Oklahoma
$19.3K
PP
1142
Pacifica Partners
Canada
$18.7K
SWA
1143
SOA Wealth Advisors
New York
$18.2K
AWM
1144
Angeles Wealth Management
California
$17.4K
KG
1145
Kilter Group
New York
$17.3K
FFC
1146
First Financial Corp
Indiana
$17K
PFA
1147
Pillar Financial Advisors
Kentucky
$16K
GI
1148
GAMMA Investing
California
$15.2K
PP
1149
PDS Planning
Ohio
$14.8K
JFA
1150
JNBA Financial Advisors
Minnesota
$14.2K