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Schwab U.S Small- Cap ETF

1,220 hedge funds and large institutions have $7.18B invested in Schwab U.S Small- Cap ETF in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 468 increasing their positions, 439 reducing their positions, and 55 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 funds holding

Funds holding:

4.66% more ownership

Funds ownership: 32.71%37.37% (+4.7%)

7% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 439

Holders
1,220
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
66
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
AWM
201
Apollon Wealth Management
South Carolina
$5.05M
MWM
202
Mission Wealth Management
California
$5.04M
PL
203
Plancorp LLC
Missouri
$4.98M
ECM
204
Evergreen Capital Management
Washington
$4.93M
Wealthfront Advisers
205
Wealthfront Advisers
California
$4.88M
AIM
206
Anchor Investment Management
South Carolina
$4.82M
NA
207
NewEdge Advisors
Louisiana
$4.81M
FFA
208
Farther Finance Advisors
California
$4.81M
VAF
209
Values Added Financial
District of Columbia
$4.8M
Stifel Financial
210
Stifel Financial
Missouri
$4.73M
ULWM
211
Upper Left Wealth Management
Florida
$4.7M
AAS
212
Asset Allocation Strategies
Michigan
$4.68M
CFG
213
Certior Financial Group
Pennsylvania
$4.68M
RWP
214
RWA Wealth Partners
Massachusetts
$4.59M
PA
215
PFG Advisors
Arizona
$4.56M
FA
216
FF Advisors
California
$4.53M
AQR Capital Management
217
AQR Capital Management
Connecticut
$4.41M
MBI
218
May Barnhard Investments
Maryland
$4.36M
DF
219
Downshift Financial
Colorado
$4.34M
WA
220
WBH Advisory
Maryland
$4.26M
IWC
221
Integrated Wealth Concepts
Massachusetts
$4.23M
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$4.22M
NRI
223
NFP Retirement Inc
California
$4.17M
RI
224
Rinkey Investments
California
$4.17M
QCM
225
Quantinno Capital Management
New York
$4.16M