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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
WMWM
176
Wilkins Miller Wealth Management
Alabama
$5.72M
GPA
177
Guerra Pan Advisors
New Jersey
$5.71M
VFIC
178
Valley Forge Investment Consultants
Pennsylvania
$5.65M
MWP
179
Meriwether Wealth & Planning
Louisiana
$5.58M
IA
180
IFP Advisors
Florida
$5.53M
PAG
181
Powers Advisory Group
Illinois
$5.45M
CFGA
182
Cambridge Financial Group (Arizona)
Arizona
$5.45M
PAG
183
Private Advisor Group
New Jersey
$5.44M
AFP
184
Ausdal Financial Partners
Iowa
$5.43M
IAS
185
Integrity Advisory Solutions
Texas
$5.41M
DCM
186
Davis Capital Management
Florida
$5.37M
MWM
187
Modera Wealth Management
New Jersey
$5.36M
AFG
188
Atomi Financial Group
New York
$5.33M
JJBC
189
James J. Burns & Company
New York
$5.32M
BA
190
Ballast Advisors
Minnesota
$5.27M
NF
191
Nikulski Financial
Iowa
$5.25M
CIC
192
Cutler Investment Counsel
Oregon
$5.2M
NA
193
NWM Advisors
California
$5.18M
OCG
194
Opus Capital Group
Ohio
$5.17M
BBPWM
195
Blue Bell Private Wealth Management
Pennsylvania
$5.12M
CAM
196
Cresset Asset Management
Illinois
$5.11M
KF
197
K2 Financial
California
$5.1M
ATWA
198
Arbor Trust Wealth Advisors
Michigan
$5.09M
CWM
199
Chesapeake Wealth Management
Virginia
$5.06M
AWM
200
Apollon Wealth Management
South Carolina
$5.05M