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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
TCM
1151
TD Capital Management
Tennessee
$8.12K
BLC
1152
Brown, Lisle/Cummings
Rhode Island
$7.97K
NG
1153
NWK Group
California
$7.92K
AAG
1154
Armstrong Advisory Group
Massachusetts
$7.69K
CSPIA
1155
Cary Street Partners Investment Advisory
Virginia
$7.52K
MSFP
1156
Mark Sheptoff Financial Planning
Connecticut
$6.98K
FFA
1157
Frazier Financial Advisors
Ohio
$6.64K
MPW
1158
MASECO Private Wealth
$6.32K
CCMI
1159
Creative Capital Management Investments
California
$6.09K
CT
1160
Colonial Trust
South Carolina
$6.04K
FP
1161
Financial Perspectives
Minnesota
$5.77K
NWMP
1162
Noble Wealth Management PBC
Colorado
$5.7K
AFG
1163
Albion Financial Group
Utah
$5.18K
AA
1164
Atmos Advisory
Pennsylvania
$5.01K
DAM
1165
Delta Asset Management
Tennessee
$4.84K
PCA
1166
Providence Capital Advisors
North Carolina
$4.56K
CSB
1167
City State Bank
Iowa
$4.27K
Qube Research & Technologies (QRT)
1168
Qube Research & Technologies (QRT)
United Kingdom
$4.1K
DPW
1169
DiNuzzo Private Wealth
Pennsylvania
$3.9K
GWS
1170
Greykasell Wealth Strategies
California
$3.3K
SFG
1171
Strive Financial Group
Indiana
$3.25K
PB
1172
Prosperity Bancshares
Texas
$2.96K
FFA
1173
Founders Financial Alliance
North Carolina
$2.9K
FGAM
1174
Financial Gravity Asset Management
Texas
$2.79K
GWM
1175
Greenline Wealth Management
Florida
$2.76K