We are live on ! Find out more
SCHA icon

Schwab U.S Small- Cap ETF

1,249 hedge funds and large institutions have $7.2B invested in Schwab U.S Small- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 475 increasing their positions, 479 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

1% more funds holding in top 10

Funds holding in top 10: 6768 (+1)

1% more funds holding

Funds holding: 1,2371,249 (+12)

0% less capital invested

Capital invested by funds: $7.2B → $7.2B (-$3.81M)

1% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 479

1.19% less ownership

Funds ownership: 37.48%36.29% (-1.2%)

Holders
1,249
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
15.39%
Holding in Top 10
68
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.49%
% of All Funds
0.84%
New
85
Increased
475
Reduced
479
Closed
52
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Empower Advisory Group
1
Empower Advisory Group
Colorado
$1.07B +$86.3M +2,879,382 +8%
SEI Investments
2
SEI Investments
Pennsylvania
$428M -$729K -24,324 -0.2%
Bank of America
3
Bank of America
North Carolina
$424M -$81.7M -2,726,545 -16%
Creative Planning
4
Creative Planning
Kansas
$174M -$23.8M -794,657 -12%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$169M +$9.05M +301,941 +5%
UBS Group
6
UBS Group
Switzerland
$149M +$33.2M +1,106,281 +27%
Financial Engines Advisors
7
Financial Engines Advisors
California
$133M -$7.73M -257,767 -5%
AA
8
Advisory Alpha
Michigan
$113M -$2.83M -94,488 -2%
Cerity Partners
9
Cerity Partners
New York
$112M +$2.61M +87,162 +2%
Mariner
10
Mariner
Kansas
$98.5M +$14.2M +474,776 +16%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$79.4M -$51.5M -1,717,851 -39%
LPL Financial
12
LPL Financial
California
$78.4M +$1.46M +48,575 +2%
SCM
13
Steele Capital Management
Iowa
$65.8M -$344K -11,484 -0.5%
VIA
14
Vantagepoint Investment Advisers
District of Columbia
$59M -$4.02M -134,129 -6%
MGIA
15
Moneta Group Investment Advisors
Missouri
$58.9M +$2.11M +70,385 +4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$58.4M -$3.44M -114,920 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$53.5M +$8.12M +270,978 +17%
Betterment LLC
18
Betterment LLC
New York
$53.5M +$4.29M +143,145 +8%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$53.4M +$11.9M +397,866 +27%
HighTower Advisors
20
HighTower Advisors
Illinois
$51.8M -$1.87M -62,357 -3%
NYLIM
21
New York Life Investment Management
New York
$51.5M +$1.24M +41,282 +2%
SIM
22
Sims Investment Management
Ohio
$50.4M -$2.9M -96,590 -5%
RWM
23
RMG Wealth Management
Wisconsin
$50.2M -$107M -3,577,001 -70%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$48M +$20.7M +689,484 +72%
9FG
25
93 Financial Group
Massachusetts
$46.8M -$1.78M -59,515 -4%