We are live on ! Find out more
SCHA icon

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
GJIA
1151
Glass Jacobson Investment Advisors
Maryland
$20.8K
CA
1152
Crewe Advisors
Utah
$20.2K
AW
1153
Ankerstar Wealth
Texas
$19.6K +$19.4K +688 New
BF
1154
BOK Financial
Oklahoma
$19.3K
PP
1155
Pacifica Partners
Canada
$18.7K
SWA
1156
SOA Wealth Advisors
New York
$18.2K
AWM
1157
Angeles Wealth Management
California
$17.4K
KG
1158
Kilter Group
New York
$17.3K -$367 -13 -2%
FFC
1159
First Financial Corp
Indiana
$17K
PFA
1160
Pillar Financial Advisors
Kentucky
$16K
GI
1161
GAMMA Investing
California
$15.2K
BWA
1162
Basecamp Wealth Advisors
Washington
$15K +$14.9K +528 New
PP
1163
PDS Planning
Ohio
$14.8K
JFA
1164
JNBA Financial Advisors
Minnesota
$14.2K
SA
1165
Strategic Advocates
Utah
$13.4K
WWMSC
1166
Wagner Wealth Management (South Carolina)
South Carolina
$12.3K +$56 +2 +0.5%
WA
1167
Whipplewood Advisors
Colorado
$12K -$593 -21 -5%
BIM
1168
Breakwater Investment Management
Washington
$11.4K -$28.3K -1,002 -71%
IBOK
1169
Independence Bank of Kentucky
Kentucky
$11.4K -$9.21K -326 -45%
AWM
1170
Aberdeen Wealth Management
Illinois
$11.4K
AIC
1171
Archer Investment Corporation
Indiana
$11.2K +$56 +2 +0.5%
CMA
1172
Cedar Mountain Advisors
Oregon
$10.9K
TFG
1173
Team Financial Group
California
$10.8K +$56 +2 +0.5%
ANBT
1174
American National Bank & Trust
Texas
$10.4K
HCM
1175
Horrell Capital Management
Arkansas
$10K