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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
PCG
1176
PFC Capital Group
California
$10K +$9.97K +353 New
OCM
1177
Orion Capital Management
California
$9.91K
Simplex Trading
1178
Simplex Trading
Illinois
$9.65K -$5.11K -181 -35%
VWA
1179
Valued Wealth Advisors
Utah
$9.35K -$5.08K -180 -35%
TCA
1180
Trifecta Capital Advisors
Illinois
$9.3K
UFPG
1181
United Financial Planning Group
New York
$9.26K +$9.18K +325 New
TCM
1182
TD Capital Management
Tennessee
$8.12K +$28 +1 +0.4%
BLC
1183
Brown, Lisle/Cummings
Rhode Island
$7.97K
NG
1184
NWK Group
California
$7.92K
AAG
1185
Armstrong Advisory Group
Massachusetts
$7.69K
CSPIA
1186
Cary Street Partners Investment Advisory
Virginia
$7.52K
MSFP
1187
Mark Sheptoff Financial Planning
Connecticut
$6.98K
FFA
1188
Frazier Financial Advisors
Ohio
$6.64K +$311 +11 +5%
MPW
1189
MASECO Private Wealth
$6.32K +$6.27K +222 New
VR
1190
Vision Retirement
New Jersey
$6.27K +$6.21K +220 New
CCMI
1191
Creative Capital Management Investments
California
$6.09K +$6.04K +214 New
CT
1192
Colonial Trust
South Carolina
$6.04K
FP
1193
Financial Perspectives
Minnesota
$5.77K +$28 +1 +0.5%
NWMP
1194
Noble Wealth Management PBC
Colorado
$5.7K +$1.13K +40 +25%
AFG
1195
Albion Financial Group
Utah
$5.18K +$28 +1 +0.6%
AA
1196
Atmos Advisory
Pennsylvania
$5.01K
WA
1197
Walsh & Associates
Florida
$4.9K +$4.86K +172 New
DAM
1198
Delta Asset Management
Tennessee
$4.84K -$508 -18 -10%
PCA
1199
Providence Capital Advisors
North Carolina
$4.56K
CSB
1200
City State Bank
Iowa
$4.27K