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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
MS
151
Monetary Solutions
Ohio
$6.91M +$6.85M +242,588 New
BDF
152
Black Diamond Financial
Maryland
$6.79M -$242K -8,581 -3%
AFP
153
Arnold Financial Planning
Iowa
$6.77M +$6.71M +237,749 New
VCM
154
Vivaldi Capital Management
Illinois
$6.77M +$18.3K +647 +0.3%
GCP
155
Gill Capital Partners
Colorado
$6.75M -$62.2K -2,204 -0.9%
Ameriprise
156
Ameriprise
Minnesota
$6.73M -$118K -4,192 -2%
VIA
157
Victrix Investment Advisors
Florida
$6.7M +$6.64M +235,228 New
AF
158
Allworth Financial
California
$6.65M +$203K +7,174 +3%
MWM
159
Meridian Wealth Management
Kentucky
$6.61M -$55.3K -1,959 -0.8%
MG
160
Mather Group
Illinois
$6.58M +$1.16K +41 +0%
AAP
161
Arax Advisory Partners
Colorado
$6.51M +$6.45M +228,526 New
IAN
162
Integrated Advisors Network
Texas
$6.35M -$726K -25,717 -10%
BWM
163
Bernard Wealth Management
Michigan
$6.25M +$12.8K +452 +0.2%
KWM
164
KRM Wealth Management
Nevada
$6.25M +$6.19M +219,354 New
EWA
165
EP Wealth Advisors
California
$6.07M +$6.02M +213,232 New
MM
166
Meridian Management
Arkansas
$5.98M -$163K -5,783 -3%
WF
167
Womack Financial
Texas
$5.94M +$6.75K +239 +0.1%
FLFS
168
Family Legacy Financial Solutions
North Carolina
$5.94M -$204K -7,232 -3%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$5.91M +$2.65K +94 +0%
LPAM
170
Lodestar Private Asset Management
California
$5.91M +$72.9K +2,581 +1%
FTS
171
Fifth Third Securities
Ohio
$5.89M +$88K +3,118 +2%
CCM
172
Chilton Capital Management
Texas
$5.86M +$28 +1 +0%
FFG
173
Floyd Financial Group
Missouri
$5.84M +$173K +6,131 +3%
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$5.84M +$122K +4,322 +2%
GC
175
Garde Capital
Washington
$5.8M -$287K -10,146 -5%