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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
CCMI
1176
Creative Capital Management Investments
California
$6.09K
CT
1177
Colonial Trust
South Carolina
$6.04K
FP
1178
Financial Perspectives
Minnesota
$5.77K
NWMP
1179
Noble Wealth Management PBC
Colorado
$5.7K
AFG
1180
Albion Financial Group
Utah
$5.18K
AA
1181
Atmos Advisory
Pennsylvania
$5.01K
DAM
1182
Delta Asset Management
Tennessee
$4.84K
PCA
1183
Providence Capital Advisors
North Carolina
$4.56K
CSB
1184
City State Bank
Iowa
$4.27K
Qube Research & Technologies (QRT)
1185
Qube Research & Technologies (QRT)
United Kingdom
$4.1K
DPW
1186
DiNuzzo Private Wealth
Pennsylvania
$3.9K
GWS
1187
Greykasell Wealth Strategies
California
$3.3K
SFG
1188
Strive Financial Group
Indiana
$3.25K
PB
1189
Prosperity Bancshares
Texas
$2.96K
FFA
1190
Founders Financial Alliance
North Carolina
$2.9K
FGAM
1191
Financial Gravity Asset Management
Texas
$2.79K
GWM
1192
Greenline Wealth Management
Florida
$2.76K
CSC
1193
Caldwell Sutter Capital
California
$2.45K
GAMC
1194
Garner Asset Management Corp
Texas
$2.4K
FMP
1195
Financial Management Professionals
Texas
$2.33K
QC
1196
Quent Capital
New York
$2.28K
GK
1197
Graney & King
New York
$2.19K
MCA
1198
McGuire Capital Advisors
Oklahoma
$2.08K
SC
1199
Solstein Capital
California
$2.05K
GEA
1200
Glen Eagle Advisors
New Jersey
$2.05K