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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
Empower Advisory Group
1
Empower Advisory Group
Colorado
$969M -$5.09M -180,162 -0.5%
Bank of America
2
Bank of America
North Carolina
$493M +$940K +33,302 +0.2%
SEI Investments
3
SEI Investments
Pennsylvania
$420M +$1.93M +68,329 +0.5%
Creative Planning
4
Creative Planning
Kansas
$193M +$59.6M +2,109,254 +45%
RWM
5
RMG Wealth Management
Wisconsin
$163M +$103M +3,652,373 +256%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$157M +$7.36M +260,545 +5%
Financial Engines Advisors
7
Financial Engines Advisors
California
$138M -$4.39M -155,339 -3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$131M -$4.04M -142,921 -3%
UBS Group
9
UBS Group
Switzerland
$115M -$2.08M -73,540 -2%
AA
10
Advisory Alpha
Michigan
$113M -$1.34M -47,448 -1%
Cerity Partners
11
Cerity Partners
New York
$107M -$551K -19,525 -0.5%
Corient Private Wealth
12
Corient Private Wealth
Florida
$84M +$105M +3,735,782 +274%
Mariner
13
Mariner
Kansas
$82.9M +$1.91M +67,571 +2%
LPL Financial
14
LPL Financial
California
$75.4M +$5.34M +189,200 +8%
SCM
15
Steele Capital Management
Iowa
$64.8M +$428K +15,150 +0.7%
VIA
16
Vantagepoint Investment Advisers
District of Columbia
$61.6M +$1.94M +68,752 +3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$61.1M +$1.76M +62,217 +3%
MGIA
18
Moneta Group Investment Advisors
Missouri
$55.7M -$80.4K -2,846 -0.1%
HighTower Advisors
19
HighTower Advisors
Illinois
$52.5M -$32.8M -1,160,329 -39%
SIM
20
Sims Investment Management
Ohio
$52.2M -$751K -26,596 -1%
Morgan Stanley
21
Morgan Stanley
New York
$49.9M -$4.87M -172,455 -9%
NYLIM
22
New York Life Investment Management
New York
$49.3M +$10.7M +379,639 +28%
Betterment LLC
23
Betterment LLC
New York
$48.3M +$4.62M +163,626 +11%
9FG
24
93 Financial Group
Massachusetts
$47.5M +$47.1M +1,668,160 New
CA
25
CoreCap Advisors
Michigan
$45.2M +$3.04M +107,667 +7%