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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
KWM
1276
Kiker Wealth Management
Georgia
-$31.3K -1,121 Closed
Barclays
1277
Barclays
United Kingdom
-$29.9K -1,072 Closed
MSG
1278
Main Street Group
Virginia
-$28.1K -1,006 Closed
ABWM
1279
Alpine Bank Wealth Management
Colorado
-$24.3K -870 Closed
DI
1280
DAGCO Inc
Ohio
-$17.9K -642 Closed
TFA
1281
Toth Financial Advisory
Virginia
-$14.1K -504 Closed
HFS
1282
Hopwood Financial Services
Virginia
-$13.8K -496 Closed
GWSG
1283
GPS Wealth Strategies Group
Colorado
-$10.3K -370 Closed
FCG
1284
Financial Connections Group
California
-$9K -324 Closed
MCA
1285
Midwest Capital Advisors
Michigan
-$5.86K -210 Closed
HI
1286
Horizon Investments
North Carolina
-$4.71K -169 Closed
NC
1287
North Capital
Utah
-$3.51K -126 Closed
HWP
1288
Highline Wealth Partners
California
-$2.85K -102 Closed
Group One Trading
1289
Group One Trading
Illinois
-$2.79K -100 Closed
OC
1290
Oakworth Capital
Alabama
-$2.54K -91 Closed
BNP Paribas Financial Markets
1291
BNP Paribas Financial Markets
France
-$1.26K -45 Closed
IWP
1292
IAG Wealth Partners
Wisconsin
-$837 -30 Closed
CFS
1293
Compass Financial Services
Iowa
-$560 -20 Closed
CBT
1294
Crews Bank & Trust
Florida
-$558 -20 Closed
GTAM
1295
Global Trust Asset Management
Florida
-$446 -16 Closed