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Schwab U.S Small- Cap ETF

1,204 hedge funds and large institutions have $7.24B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 467 increasing their positions, 436 reducing their positions, and 54 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 ownership

Funds ownership:

4% more funds holding

Funds holding: 1,1541,204 (+50)

7% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 436

Holders
1,204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
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
OIA
101
OneDigital Investment Advisors
Kansas
$11.2M
AFA
102
American Financial Advisors
Georgia
$11.2M
EL
103
Essex LLC
Illinois
$11.1M
MTIC
104
Missouri Trust & Investment Company
Missouri
$11.1M
SWA
105
Sightline Wealth Advisors
Connecticut
$10.8M
FPCP
106
Fort Point Capital Partners
California
$10.5M
AFAL
107
Amicus Financial Advisors, LLC
Texas
$10.4M
CMP
108
Courage Miller Partners
Virginia
$10.4M
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$10.3M
BWM
110
BCS Wealth Management
Tennessee
$10.2M
TYCC
111
Texas Yale Capital Corp
Florida
$10.2M
Truist Financial
112
Truist Financial
North Carolina
$9.94M
WANY
113
Wealthspire Advisors (New York)
New York
$9.57M
WT
114
Whittier Trust
California
$9.5M
MT
115
Midwest Trust
Kansas
$9.38M
DWM
116
Diversify Wealth Management
Utah
$9.34M
BAMG
117
Brand Asset Management Group
Missouri
$9.31M
CFMC
118
Curbstone Financial Management Corp
New Hampshire
$9.18M
CP
119
Creekside Partners
California
$9.1M
SS
120
Sunbelt Securities
Texas
$9.05M
AWMG
121
Alliance Wealth Management Group
New Jersey
$9M
TCM
122
Towercrest Capital Management
Pennsylvania
$9M
Fidelity Investments
123
Fidelity Investments
Massachusetts
$8.94M
PIMG
124
Patriot Investment Management Group
Tennessee
$8.86M
MFC
125
Morris Financial Concepts
South Carolina
$8.8M