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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
WTC
126
WhitTier Trust Company
Nevada
$8.6M +$206K +7,298 +3%
SWA
127
Stratos Wealth Advisors
Ohio
$8.54M -$151K -5,350 -2%
AIM
128
Athena Investment Management
California
$8.54M -$75.2K -2,662 -0.9%
SFA
129
Sequoia Financial Advisors
Ohio
$8.44M -$40.2K -1,423 -0.5%
BFG
130
Bleakley Financial Group
New Jersey
$8.44M +$540K +19,118 +7%
CRC
131
Curi RMB Capital
Illinois
$8.36M +$23.3K +824 +0.3%
HWM
132
HB Wealth Management
Georgia
$8.21M +$8.41K +298 +0.1%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$8.18M +$7.33M +259,684 +945%
BFG
134
Bouchey Financial Group
New York
$8.14M -$112K -3,978 -1%
FCM
135
Fortis Capital Management
Washington
$8.11M +$2.52M +89,176 +46%
CFGSD
136
Compass Financial Group (South Dakota)
South Dakota
$8.08M +$213K +7,557 +3%
KCPG
137
Kavar Capital Partners Group
Kansas
$7.65M +$185K +6,557 +3%
HFS
138
Horizon Financial Services
North Carolina
$7.49M +$101K +3,589 +1%
CCM
139
Cannon Capital Management
Utah
$7.39M +$7.32M +259,359 New
Marshall Wace
140
Marshall Wace
United Kingdom
$7.33M +$7.26M +257,239 New
UCFA
141
United Capital Financial Advisors
Texas
$7.25M -$606K -21,463 -8%
MAM
142
Marquette Asset Management
Minnesota
$7.25M -$28.5K -1,010 -0.4%
EGWAG
143
Elwood & Goetz Wealth Advisory Group
Georgia
$7.17M -$19.7K -699 -0.3%
SCP
144
Stevens Capital Partners
Nebraska
$7.15M +$901K +31,915 +15%
ADL
145
Asset Dedication LLC
California
$7.15M -$42.2K -1,495 -0.6%
TIM
146
Tortoise Investment Management
New York
$7.11M +$177K +6,267 +3%
MAS
147
Meeder Advisory Services
Ohio
$7.08M +$469K +16,603 +7%
BIA
148
Bell Investment Advisors
California
$7.01M -$68.7K -2,432 -1%
AMG
149
Asset Management Group
Connecticut
$6.98M -$296K -10,478 -4%
FF
150
Friedenthal Financial
New Jersey
$6.96M -$358K -12,692 -5%