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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
HDIM
1201
Hanson & Doremus Investment Management
Vermont
$2K
HBW
1202
Hazlett, Burt & Watson
West Virginia
$2K
OAJ
1203
Ogorek Anthony Joseph
New York
$2K
CAM
1204
Chesapeake Asset Management
New York
$1.97K
BFS
1205
Beacon Financial Strategies
North Carolina
$1.71K
HWA
1206
Heritage Wealth Advisors
Virginia
$1.51K
CPBTD
1207
Central Pacific Bank - Trust Division
Hawaii
$1.48K
SN
1208
Sittner & Nelson
Oregon
$1.36K
WAG
1209
Wilkerson Advisory Group
Missouri
$1.35K
BCMIO
1210
Beacon Capital Management Inc (Ohio)
Ohio
$1.14K
SEP
1211
Signature Equity Partners
Ohio
$1.14K
DRP
1212
Decker Retirement Planning
Utah
$1.08K
IIL
1213
Insight Inv LLC
California
$1.02K
RBC
1214
Roble Belko & Company
Pennsylvania
$1K
CFG
1215
Clayton Financial Group
Missouri
$857
HIA
1216
HFM Investment Advisors
New Jersey
$759
HPC
1217
HM Payson & Co
Maine
$570
NRG
1218
Nemes Rush Group
Michigan
$570
RG
1219
RHL Group
Michigan
$456
TC
1220
Trust Company
Kansas
$171
NRWA
1221
North Ridge Wealth Advisors
Oregon
$25
BA
1222
Blueline Advisors
New Hampshire
$8
HNW
1223
High Note Wealth
Minnesota
$3
Wellington Management Group
1224
Wellington Management Group
Massachusetts
BWM
1225
Brown Wealth Management
Illinois