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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
MWM
201
Mission Wealth Management
California
$5.04M
PL
202
Plancorp LLC
Missouri
$4.98M
ECM
203
Evergreen Capital Management
Washington
$4.93M
Wealthfront Advisers
204
Wealthfront Advisers
California
$4.88M
AIM
205
Anchor Investment Management
South Carolina
$4.82M
NA
206
NewEdge Advisors
Louisiana
$4.81M
FFA
207
Farther Finance Advisors
California
$4.81M
VAF
208
Values Added Financial
District of Columbia
$4.8M
Stifel Financial
209
Stifel Financial
Missouri
$4.73M
ULWM
210
Upper Left Wealth Management
Florida
$4.7M
AAS
211
Asset Allocation Strategies
Michigan
$4.68M
CFG
212
Certior Financial Group
Pennsylvania
$4.68M
RWP
213
RWA Wealth Partners
Massachusetts
$4.59M
PA
214
PFG Advisors
Arizona
$4.56M
FA
215
FF Advisors
California
$4.53M
AQR Capital Management
216
AQR Capital Management
Connecticut
$4.41M
MBI
217
May Barnhard Investments
Maryland
$4.36M
WA
218
WBH Advisory
Maryland
$4.26M
IWC
219
Integrated Wealth Concepts
Massachusetts
$4.23M
OSAM
220
O'Shaughnessy Asset Management
Connecticut
$4.22M
NRI
221
NFP Retirement Inc
California
$4.17M
RI
222
Rinkey Investments
California
$4.17M
QCM
223
Quantinno Capital Management
New York
$4.16M
MMHP
224
Murphy Middleton Hinkle & Parker
Georgia
$4.13M
FVWA
225
Foster Victor Wealth Advisors
South Carolina
$4.13M