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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
AWM
201
Apollon Wealth Management
South Carolina
$5.05M +$154K +5,458 +3%
MWM
202
Mission Wealth Management
California
$5.04M -$436K -15,435 -8%
PL
203
Plancorp LLC
Missouri
$4.98M -$20.5K -726 -0.4%
ECM
204
Evergreen Capital Management
Washington
$4.93M -$493K -17,450 -9%
Wealthfront Advisers
205
Wealthfront Advisers
California
$4.88M -$170K -6,025 -3%
AIM
206
Anchor Investment Management
South Carolina
$4.82M -$11.2K -398 -0.2%
NA
207
NewEdge Advisors
Louisiana
$4.81M -$355K -12,584 -7%
FFA
208
Farther Finance Advisors
California
$4.81M +$2.46M +86,968 +106%
VAF
209
Values Added Financial
District of Columbia
$4.8M -$36K -1,275 -0.8%
CAL
210
Capital Analysts LLC
Pennsylvania
$4.75M -$316K -11,199 -6%
Stifel Financial
211
Stifel Financial
Missouri
$4.73M -$2.24M -79,179 -32%
ULWM
212
Upper Left Wealth Management
Florida
$4.7M +$63.9K +2,264 +1%
AAS
213
Asset Allocation Strategies
Michigan
$4.68M +$236K +8,352 +5%
CFG
214
Certior Financial Group
Pennsylvania
$4.68M +$176K +6,244 +4%
RWP
215
RWA Wealth Partners
Massachusetts
$4.59M +$821K +29,081 +22%
PA
216
PFG Advisors
Arizona
$4.56M +$2.78M +98,290 +159%
FA
217
FF Advisors
California
$4.53M +$39.1K +1,386 +0.9%
AQR Capital Management
218
AQR Capital Management
Connecticut
$4.41M +$355K +12,573 +9%
CWMS
219
CFG Wealth Management Services
Indiana
$4.37M +$4.33M +153,300 New
MBI
220
May Barnhard Investments
Maryland
$4.36M -$76.8K -2,719 -2%
DF
221
Downshift Financial
Colorado
$4.34M +$4.1M +145,214 New
WA
222
WBH Advisory
Maryland
$4.26M +$197K +6,969 +5%
IWC
223
Integrated Wealth Concepts
Massachusetts
$4.23M -$4.97M -176,148 -54%
OSAM
224
O'Shaughnessy Asset Management
Connecticut
$4.22M +$47.3K +1,676 +1%
NRI
225
NFP Retirement Inc
California
$4.17M -$87.7K -3,106 -2%