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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
PWM
1226
Pinnacle Wealth Management
California
M1FG
1227
Mach-1 Financial Group
Arkansas
RA
1228
Riversedge Advisors
Delaware
Kovitz Investment Group Partners
1229
Kovitz Investment Group Partners
Illinois
SFC
1230
Strategic Financial Concepts
Texas
BJL
1231
Brighton Jones LLC
Washington
Millennium Management
1232
Millennium Management
New York
GS
1233
GTS Securities
New York
Jane Street
1234
Jane Street
New York
TSS
1235
Two Sigma Securities
New York
Two Sigma Investments
1236
Two Sigma Investments
New York
BB
1237
Busey Bank
Illinois
OCM
1238
One Capital Management
California
CA
1239
Calton & Associates
Florida
XT
1240
XTX Topco
Cayman Islands
PFT
1241
Providence First Trust
Arizona
AIM
1242
Avity Investment Management
Connecticut
CAP
1243
Columbia Advisory Partners
Washington
WF
1244
Williams Financial
Vermont
AFA
1245
Alpha Financial Advisors
North Carolina
DB
1246
Dravo Bay
Delaware
Pathstone Holdings
1247
Pathstone Holdings
New Jersey
VCA
1248
Verdence Capital Advisors
Maryland
SB
1249
Strategic Blueprint
Georgia
QPWM
1250
Quadrant Private Wealth Management
Pennsylvania