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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
BBW
1251
Blue Barn Wealth
Utah
JBW
1252
Journey Beyond Wealth
Georgia
MFA
1253
Mayflower Financial Advisors
Massachusetts
GWMR
1254
GC Wealth Management RIA
Massachusetts
ATC
1255
Advantage Trust Company
Kansas
PPA
1256
Painted Porch Advisors
California
GFWA
1257
Grey Fox Wealth Advisors
Delaware
CWM
1258
Crowley Wealth Management
Delaware
KWM
1259
Kiker Wealth Management
Georgia
Barclays
1260
Barclays
United Kingdom
MSG
1261
Main Street Group
Virginia
ABWM
1262
Alpine Bank Wealth Management
Colorado
DI
1263
DAGCO Inc
Ohio
TFA
1264
Toth Financial Advisory
Virginia
HFS
1265
Hopwood Financial Services
Virginia
GWSG
1266
GPS Wealth Strategies Group
Colorado
FCG
1267
Financial Connections Group
California
MCA
1268
Midwest Capital Advisors
Michigan
HI
1269
Horizon Investments
North Carolina
NC
1270
North Capital
Utah
HWP
1271
Highline Wealth Partners
California
Group One Trading
1272
Group One Trading
Illinois
OC
1273
Oakworth Capital
Alabama
BNP Paribas Financial Markets
1274
BNP Paribas Financial Markets
France
IWP
1275
IAG Wealth Partners
Wisconsin