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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
MSL
151
Monetary Solutions, Ltd
Ohio
$6.91M
BDF
152
Black Diamond Financial
Maryland
$6.79M
AFP
153
Arnold Financial Planning
Iowa
$6.77M
VCM
154
Vivaldi Capital Management
Illinois
$6.77M
GCP
155
Gill Capital Partners
Colorado
$6.75M
Ameriprise
156
Ameriprise
Minnesota
$6.73M
VIA
157
Victrix Investment Advisors
Florida
$6.7M
AF
158
Allworth Financial
California
$6.65M
MWM
159
Meridian Wealth Management
Kentucky
$6.61M
MG
160
Mather Group
Illinois
$6.58M
AAP
161
Arax Advisory Partners
Colorado
$6.51M
IAN
162
Integrated Advisors Network
Texas
$6.35M
BWM
163
Bernard Wealth Management
Michigan
$6.25M
EWA
164
EP Wealth Advisors
California
$6.07M
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$6.04M
MM
166
Meridian Management
Arkansas
$5.98M
WF
167
Womack Financial
Texas
$5.94M
FLFS
168
Family Legacy Financial Solutions
North Carolina
$5.94M
LPAM
169
Lodestar Private Asset Management
California
$5.91M
FTS
170
Fifth Third Securities
Ohio
$5.89M
CCM
171
Chilton Capital Management
Texas
$5.86M
FFG
172
Floyd Financial Group
Missouri
$5.84M
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$5.84M
GC
174
Garde Capital
Washington
$5.8M
OWM
175
Orgel Wealth Management
Wisconsin
$5.77M