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Schwab U.S Small- Cap ETF

1,204 hedge funds and large institutions have $7.24B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 138 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: 1,1541,204 (+50)

7% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 436

Holders
1,204
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
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
SIC
126
Salem Investment Counselors
North Carolina
$8.66M
WTC
127
WhitTier Trust Company
Nevada
$8.6M
SWA
128
Stratos Wealth Advisors
Ohio
$8.54M
AIM
129
Athena Investment Management
California
$8.54M
SFA
130
Sequoia Financial Advisors
Ohio
$8.44M
BFG
131
Bleakley Financial Group
New Jersey
$8.44M
CRC
132
Curi RMB Capital
Illinois
$8.36M
HWM
133
HB Wealth Management
Georgia
$8.21M
Baird Financial Group
134
Baird Financial Group
Wisconsin
$8.18M
BFG
135
Bouchey Financial Group
New York
$8.14M
FCM
136
Fortis Capital Management
Washington
$8.11M
CFGSD
137
Compass Financial Group (South Dakota)
South Dakota
$8.08M
KCPG
138
Kavar Capital Partners Group
Kansas
$7.65M
HFS
139
Horizon Financial Services
North Carolina
$7.49M
CCM
140
Cannon Capital Management
Utah
$7.39M
Marshall Wace
141
Marshall Wace
United Kingdom
$7.33M
UCFA
142
United Capital Financial Advisors
Texas
$7.25M
MAM
143
Marquette Asset Management
Minnesota
$7.25M
EGWAG
144
Elwood & Goetz Wealth Advisory Group
Georgia
$7.17M
SCP
145
Stevens Capital Partners
Nebraska
$7.15M
ADL
146
Asset Dedication LLC
California
$7.15M
TIM
147
Tortoise Investment Management
New York
$7.11M
MAS
148
Meeder Advisory Services
Ohio
$7.08M
BIA
149
Bell Investment Advisors
California
$7.01M
AMG
150
Asset Management Group
Connecticut
$6.98M