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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
Jane Street
1251
Jane Street
New York
-$769K -27,219 Closed
TSS
1252
Two Sigma Securities
New York
-$630K -22,593 Closed
Two Sigma Investments
1253
Two Sigma Investments
New York
-$569K -20,400 Closed
BB
1254
Busey Bank
Illinois
-$510K -18,270 Closed
OCM
1255
One Capital Management
California
-$449K -16,102 Closed
CA
1256
Calton & Associates
Florida
-$362K -12,979 Closed
XT
1257
XTX Topco
Cayman Islands
-$361K -12,924 Closed
PFT
1258
Providence First Trust
Arizona
-$353K -12,667 Closed
AIM
1259
Avity Investment Management
Connecticut
-$352K -12,605 Closed
CAP
1260
Columbia Advisory Partners
Washington
-$341K -12,206 Closed
WF
1261
Williams Financial
Vermont
-$249K -8,911 Closed
AFA
1262
Alpha Financial Advisors
North Carolina
-$238K -8,537 Closed
DB
1263
Dravo Bay
Delaware
-$230K -8,243 Closed
Pathstone Holdings
1264
Pathstone Holdings
New Jersey
-$227K -8,125 Closed
VCA
1265
Verdence Capital Advisors
Maryland
-$230K -8,020 Closed
SB
1266
Strategic Blueprint
Georgia
-$223K -7,997 Closed
QPWM
1267
Quadrant Private Wealth Management
Pennsylvania
-$211K -7,553 Closed
BBW
1268
Blue Barn Wealth
Utah
-$209K -7,489 Closed
JBW
1269
Journey Beyond Wealth
Georgia
-$206K -7,401 Closed
MFA
1270
Mayflower Financial Advisors
Massachusetts
-$203K -7,268 Closed
GWMR
1271
GC Wealth Management RIA
Massachusetts
-$203K -7,266 Closed
ATC
1272
Advantage Trust Company
Kansas
-$157K -5,620 Closed
PPA
1273
Painted Porch Advisors
California
-$70.2K -2,516 Closed
GFWA
1274
Grey Fox Wealth Advisors
Delaware
-$46.1K -1,652 Closed
CWM
1275
Crowley Wealth Management
Delaware
-$33.5K -1,200 Closed