We are live on ! Find out more
SCHA icon

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
OWM
176
Orgel Wealth Management
Wisconsin
$5.77M -$23.8K -844 -0.4%
WMWM
177
Wilkins Miller Wealth Management
Alabama
$5.72M +$498K +17,652 +10%
GPA
178
Guerra Pan Advisors
New Jersey
$5.71M -$8.5K -301 -0.1%
VFIC
179
Valley Forge Investment Consultants
Pennsylvania
$5.65M +$81.4K +2,882 +1%
MWP
180
Meriwether Wealth & Planning
Louisiana
$5.58M +$5.53M +195,943 New
IA
181
IFP Advisors
Florida
$5.53M -$6.8K -241 -0.1%
PAG
182
Powers Advisory Group
Illinois
$5.45M +$81.3K +2,880 +2%
CFGA
183
Cambridge Financial Group (Arizona)
Arizona
$5.45M +$352K +12,462 +7%
PAG
184
Private Advisor Group
New Jersey
$5.44M +$2.06M +72,812 +62%
AFP
185
Ausdal Financial Partners
Iowa
$5.43M -$55.5K -1,967 -1%
IAS
186
Integrity Advisory Solutions
Texas
$5.41M +$423K +14,987 +9%
DCM
187
Davis Capital Management
Florida
$5.37M +$107K +3,774 +2%
MWM
188
Modera Wealth Management
New Jersey
$5.36M -$172K -6,085 -3%
AFG
189
Atomi Financial Group
New York
$5.33M -$165K -5,851 -3%
JJBC
190
James J. Burns & Company
New York
$5.32M -$17.9K -635 -0.3%
BA
191
Ballast Advisors
Minnesota
$5.27M +$72.7K +2,574 +1%
NF
192
Nikulski Financial
Iowa
$5.25M -$326K -11,532 -6%
CIC
193
Cutler Investment Counsel
Oregon
$5.2M +$22.2K +785 +0.4%
NA
194
NWM Advisors
California
$5.18M +$5.13M +181,744 New
OCG
195
Opus Capital Group
Ohio
$5.17M +$16K +565 +0.3%
BBPWM
196
Blue Bell Private Wealth Management
Pennsylvania
$5.12M -$109K -3,864 -2%
CAM
197
Cresset Asset Management
Illinois
$5.11M +$249K +8,809 +5%
KF
198
K2 Financial
California
$5.1M +$179K +6,339 +4%
ATWA
199
Arbor Trust Wealth Advisors
Michigan
$5.09M -$306K -10,838 -6%
CWM
200
Chesapeake Wealth Management
Virginia
$5.06M +$103K +3,636 +2%