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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
AFA
101
American Financial Advisors
Georgia
$11.2M
EL
102
Essex LLC
Illinois
$11.1M
MTIC
103
Missouri Trust & Investment Company
Missouri
$11.1M
SWA
104
Sightline Wealth Advisors
Connecticut
$10.8M
FPCP
105
Fort Point Capital Partners
California
$10.5M
AFA
106
Amicus Financial Advisors
Texas
$10.4M
CMP
107
Courage Miller Partners
Virginia
$10.4M
Royal Bank of Canada
108
Royal Bank of Canada
Ontario, Canada
$10.3M
BWM
109
BCS Wealth Management
Tennessee
$10.2M
TYCC
110
Texas Yale Capital Corp
Florida
$10.2M
Truist Financial
111
Truist Financial
North Carolina
$9.94M
WANY
112
Wealthspire Advisors (New York)
New York
$9.57M
WT
113
Whittier Trust
California
$9.5M
MT
114
Midwest Trust
Kansas
$9.38M
DWM
115
Diversify Wealth Management
Utah
$9.34M
BAMG
116
Brand Asset Management Group
Missouri
$9.31M
CFMC
117
Curbstone Financial Management Corp
New Hampshire
$9.18M
CP
118
Creekside Partners
California
$9.1M
SS
119
Sunbelt Securities
Texas
$9.05M
AWMG
120
Alliance Wealth Management Group
New Jersey
$9M
TCM
121
Towercrest Capital Management
Pennsylvania
$9M
Fidelity Investments
122
Fidelity Investments
Massachusetts
$8.94M
PIMG
123
Patriot Investment Management Group
Tennessee
$8.86M
MFC
124
Morris Financial Concepts
South Carolina
$8.8M
SIC
125
Salem Investment Counselors
North Carolina
$8.66M