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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
AFA
101
American Financial Advisors
Georgia
$11.2M +$579K +20,495 +6%
EL
102
Essex LLC
Illinois
$11.1M +$162K +5,740 +1%
MTIC
103
Missouri Trust & Investment Company
Missouri
$11.1M -$73.9K -2,617 -0.7%
SWA
104
Sightline Wealth Advisors
Connecticut
$10.8M -$243K -8,609 -2%
FPCP
105
Fort Point Capital Partners
California
$10.5M +$20.7K +733 +0.2%
AFA
106
Amicus Financial Advisors
Texas
$10.4M +$10.3M +365,100 New
CMP
107
Courage Miller Partners
Virginia
$10.4M -$321K -11,351 -3%
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$10.3M -$1.72M -60,774 -14%
BWM
109
BCS Wealth Management
Tennessee
$10.2M +$4.64M +164,357 +84%
TYCC
110
Texas Yale Capital Corp
Florida
$10.2M +$2.04M +72,176 +25%
Truist Financial
111
Truist Financial
North Carolina
$9.94M -$180K -6,375 -2%
WANY
112
Wealthspire Advisors (New York)
New York
$9.57M -$9.76M -345,769 -51%
WT
113
Whittier Trust
California
$9.5M -$58.8K -2,082 -0.6%
MT
114
Midwest Trust
Kansas
$9.38M +$3.62K +128 +0%
DWM
115
Diversify Wealth Management
Utah
$9.34M +$71K +2,513 +0.8%
BAMG
116
Brand Asset Management Group
Missouri
$9.31M -$21.7K -768 -0.2%
CFMC
117
Curbstone Financial Management Corp
New Hampshire
$9.18M +$161K +5,700 +2%
CP
118
Creekside Partners
California
$9.1M +$606K +21,460 +7%
SS
119
Sunbelt Securities
Texas
$9.05M +$634K +22,466 +8%
AWMG
120
Alliance Wealth Management Group
New Jersey
$9M -$1.65M -58,345 -16%
TCM
121
Towercrest Capital Management
Pennsylvania
$9M -$1.65M -58,345 -16%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$8.94M +$805K +28,515 +10%
PIMG
123
Patriot Investment Management Group
Tennessee
$8.86M -$152K -5,378 -2%
MFC
124
Morris Financial Concepts
South Carolina
$8.8M +$248K +8,794 +3%
SIC
125
Salem Investment Counselors
North Carolina
$8.66M +$221K +7,842 +3%