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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
FF
151
Friedenthal Financial
New Jersey
$6.96M
MSL
152
Monetary Solutions, Ltd
Ohio
$6.91M
BDF
153
Black Diamond Financial
Maryland
$6.79M
AFP
154
Arnold Financial Planning
Iowa
$6.77M
VCM
155
Vivaldi Capital Management
Illinois
$6.77M
GCP
156
Gill Capital Partners
Colorado
$6.75M
Ameriprise
157
Ameriprise
Minnesota
$6.73M
VIA
158
Victrix Investment Advisors
Florida
$6.7M
AF
159
Allworth Financial
California
$6.65M
MWM
160
Meridian Wealth Management
Kentucky
$6.61M
MG
161
Mather Group
Illinois
$6.58M
AAP
162
Arax Advisory Partners
Colorado
$6.51M
IAN
163
Integrated Advisors Network
Texas
$6.35M
BWM
164
Bernard Wealth Management
Michigan
$6.25M
EWA
165
EP Wealth Advisors
California
$6.07M
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$6.04M
MM
167
Meridian Management
Arkansas
$5.98M
WF
168
Womack Financial
Texas
$5.94M
FLFS
169
Family Legacy Financial Solutions
North Carolina
$5.94M
LPAM
170
Lodestar Private Asset Management
California
$5.91M
FTS
171
Fifth Third Securities
Ohio
$5.89M
CCM
172
Chilton Capital Management
Texas
$5.86M
FFG
173
Floyd Financial Group
Missouri
$5.84M
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
$5.84M
GC
175
Garde Capital
Washington
$5.8M