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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
Qube Research & Technologies (QRT)
1201
Qube Research & Technologies (QRT)
United Kingdom
$4.1K -$20.4K -723 -83%
DPW
1202
DiNuzzo Private Wealth
Pennsylvania
$3.9K
GWS
1203
Greykasell Wealth Strategies
California
$3.3K
SFG
1204
Strive Financial Group
Indiana
$3.25K +$3.22K +114 New
PB
1205
Prosperity Bancshares
Texas
$2.96K +$2.94K +104 New
FFA
1206
Founders Financial Alliance
North Carolina
$2.9K
FGAM
1207
Financial Gravity Asset Management
Texas
$2.79K
GWM
1208
Greenline Wealth Management
Florida
$2.76K +$2.74K +97 New
CSC
1209
Caldwell Sutter Capital
California
$2.45K +$28 +1 +1%
GAMC
1210
Garner Asset Management Corp
Texas
$2.4K +$2.37K +84 New
FMP
1211
Financial Management Professionals
Texas
$2.33K
QC
1212
Quent Capital
New York
$2.28K +$2.26K +80 New
GK
1213
Graney & King
New York
$2.19K
MCA
1214
McGuire Capital Advisors
Oklahoma
$2.08K +$2.06K +73 New
GEA
1215
Glen Eagle Advisors
New Jersey
$2.05K
SC
1216
Solstein Capital
California
$2.05K
HDIM
1217
Hanson & Doremus Investment Management
Vermont
$2K
HBW
1218
Hazlett, Burt & Watson
West Virginia
$2K
OAJ
1219
Ogorek Anthony Joseph
New York
$2K +$28 +1 +1%
CAM
1220
Chesapeake Asset Management
New York
$1.97K +$1.95K +69 New
BFS
1221
Beacon Financial Strategies
North Carolina
$1.71K +$1.69K +60 New
TBFA
1222
Three Bearings Fiduciary Advisors
New Hampshire
$1.7K +$1.61K +57 New
HWA
1223
Heritage Wealth Advisors
Virginia
$1.51K
CPBTD
1224
Central Pacific Bank - Trust Division
Hawaii
$1.48K
SN
1225
Sittner & Nelson
Oregon
$1.36K