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Schwab U.S Small- Cap ETF

1,203 hedge funds and large institutions have $7.23B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 137 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: 1,1541,203 (+49)

7% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 436

Holders
1,203
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
CAP
1226
Columbia Advisory Partners
Washington
WF
1227
Williams Financial
Vermont
AFA
1228
Alpha Financial Advisors
North Carolina
DB
1229
Dravo Bay
Delaware
Pathstone Holdings
1230
Pathstone Holdings
New Jersey
VCA
1231
Verdence Capital Advisors
Maryland
SB
1232
Strategic Blueprint
Georgia
QPWM
1233
Quadrant Private Wealth Management
Pennsylvania
BBW
1234
Blue Barn Wealth
Utah
JBW
1235
Journey Beyond Wealth
Georgia
MFA
1236
Mayflower Financial Advisors
Massachusetts
GWMR
1237
GC Wealth Management RIA
Massachusetts
ATC
1238
Advantage Trust Company
Kansas
GFWA
1239
Grey Fox Wealth Advisors
Delaware
CWM
1240
Crowley Wealth Management
Delaware
KWM
1241
Kiker Wealth Management
Georgia
Barclays
1242
Barclays
United Kingdom
MSG
1243
Main Street Group
Virginia
ABWM
1244
Alpine Bank Wealth Management
Colorado
DI
1245
DAGCO Inc
Ohio
TFA
1246
Toth Financial Advisory
Virginia
HFS
1247
Hopwood Financial Services
Virginia
GWSG
1248
GPS Wealth Strategies Group
Colorado
FCG
1249
Financial Connections Group
California
MCA
1250
Midwest Capital Advisors
Michigan