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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
SA
1151
Strategic Advocates
Utah
$13.4K
WWMSC
1152
Wagner Wealth Management (South Carolina)
South Carolina
$12.3K
WA
1153
Whipplewood Advisors
Colorado
$12K
BIM
1154
Breakwater Investment Management
Washington
$11.4K
IBOK
1155
Independence Bank of Kentucky
Kentucky
$11.4K
AWM
1156
Aberdeen Wealth Management
Illinois
$11.4K
AIC
1157
Archer Investment Corporation
Indiana
$11.2K
CMA
1158
Cedar Mountain Advisors
Oregon
$10.9K
TFG
1159
Team Financial Group
California
$10.8K
ANBT
1160
American National Bank & Trust
Texas
$10.4K
HCM
1161
Horrell Capital Management
Arkansas
$10K
PCG
1162
PFC Capital Group
California
$10K
OCM
1163
Orion Capital Management
California
$9.91K
Simplex Trading
1164
Simplex Trading
Illinois
$9.65K
VWA
1165
Valued Wealth Advisors
Utah
$9.35K
TCA
1166
Trifecta Capital Advisors
Illinois
$9.3K
UFPG
1167
United Financial Planning Group
New York
$9.26K
TCM
1168
TD Capital Management
Tennessee
$8.12K
BLC
1169
Brown, Lisle/Cummings
Rhode Island
$7.97K
NG
1170
NWK Group
California
$7.92K
AAG
1171
Armstrong Advisory Group
Massachusetts
$7.69K
CSPIA
1172
Cary Street Partners Investment Advisory
Virginia
$7.52K
MSFP
1173
Mark Sheptoff Financial Planning
Connecticut
$6.98K
FFA
1174
Frazier Financial Advisors
Ohio
$6.64K
MPW
1175
MASECO Private Wealth
$6.32K