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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
WAG
1226
Wilkerson Advisory Group
Missouri
$1.35K +$1.33K +47 New
BCMIO
1227
Beacon Capital Management Inc (Ohio)
Ohio
$1.14K
SEP
1228
Signature Equity Partners
Ohio
$1.14K +$1.13K +40 New
DRP
1229
Decker Retirement Planning
Utah
$1.08K -$3.53K -125 -77%
IIL
1230
Insight Inv LLC
California
$1.02K +$1.02K +36 New
RBC
1231
Roble Belko & Company
Pennsylvania
$1K -$113 -4 -17%
CFG
1232
Clayton Financial Group
Missouri
$857 +$847 +30 New
HIA
1233
HFM Investment Advisors
New Jersey
$759
HPC
1234
HM Payson & Co
Maine
$570 +$565 +20 New
NRG
1235
Nemes Rush Group
Michigan
$570 +$565 +20 New
RG
1236
RHL Group
Michigan
$456 +$452 +16 New
TC
1237
Trust Company
Kansas
$171 +$169 +6 New
NRWA
1238
North Ridge Wealth Advisors
Oregon
$25
BA
1239
Blueline Advisors
New Hampshire
$8
HNW
1240
High Note Wealth
Minnesota
$3
Wellington Management Group
1241
Wellington Management Group
Massachusetts
-$18M -646,019 Closed
BWM
1242
Brown Wealth Management
Illinois
-$6.04M -216,374 Closed
PWM
1243
Pinnacle Wealth Management
California
-$5.08M -181,986 Closed
M1FG
1244
Mach-1 Financial Group
Arkansas
-$4.89M -175,135 Closed
RA
1245
Riversedge Advisors
Delaware
-$4.39M -157,191 Closed
Kovitz Investment Group Partners
1246
Kovitz Investment Group Partners
Illinois
-$2.88M -103,251 Closed
SFC
1247
Strategic Financial Concepts
Texas
-$1.99M -71,208 Closed
BJL
1248
Brighton Jones LLC
Washington
-$1.58M -56,555 Closed
Millennium Management
1249
Millennium Management
New York
-$1.19M -42,630 Closed
GS
1250
GTS Securities
New York
-$1.08M -38,683 Closed