SCHA icon

Schwab U.S Small- Cap ETF

1,203 hedge funds and large institutions have $7.23B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 467 increasing their positions, 436 reducing their positions, and 54 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 ownership

Funds ownership:

4% more funds holding

Funds holding: 1,1541,203 (+49)

7% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 436

Holders
1,203
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
64
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
WTC
126
WhitTier Trust Company
Nevada
$8.6M
SWA
127
Stratos Wealth Advisors
Ohio
$8.54M
AIM
128
Athena Investment Management
California
$8.54M
SFA
129
Sequoia Financial Advisors
Ohio
$8.44M
BFG
130
Bleakley Financial Group
New Jersey
$8.44M
CRC
131
Curi RMB Capital
Illinois
$8.36M
HWM
132
HB Wealth Management
Georgia
$8.21M
Baird Financial Group
133
Baird Financial Group
Wisconsin
$8.18M
BFG
134
Bouchey Financial Group
New York
$8.14M
FCM
135
Fortis Capital Management
Washington
$8.11M
CFGSD
136
Compass Financial Group (South Dakota)
South Dakota
$8.08M
KCPG
137
Kavar Capital Partners Group
Kansas
$7.65M
HFS
138
Horizon Financial Services
North Carolina
$7.49M
CCM
139
Cannon Capital Management
Utah
$7.39M
Marshall Wace
140
Marshall Wace
United Kingdom
$7.33M
UCFA
141
United Capital Financial Advisors
Texas
$7.25M
MAM
142
Marquette Asset Management
Minnesota
$7.25M
EGWAG
143
Elwood & Goetz Wealth Advisory Group
Georgia
$7.17M
SCP
144
Stevens Capital Partners
Nebraska
$7.15M
ADL
145
Asset Dedication LLC
California
$7.15M
TIM
146
Tortoise Investment Management
New York
$7.11M
MAS
147
Meeder Advisory Services
Ohio
$7.08M
BIA
148
Bell Investment Advisors
California
$7.01M
AMG
149
Asset Management Group
Connecticut
$6.98M
FF
150
Friedenthal Financial
New Jersey
$6.96M