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Schwab U.S Small- Cap ETF

1,248 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 84 funds opening new positions, 475 increasing their positions, 479 reducing their positions, and 52 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 funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

1% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 479

1.19% less ownership

Funds ownership: 37.48%36.28% (-1.2%)

Holders
1,248
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.8M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
226
Avior Wealth Management
Nebraska
$4.24M
CL
227
Choreo LLC
Illinois
$4.23M
RI
228
Rinkey Investments
California
$4.21M
SA
229
Sanctuary Advisors
Indiana
$4.21M
CFGA
230
Cambridge Financial Group (Arizona)
Arizona
$4.19M
DWM
231
Destination Wealth Management
California
$4.19M
FVWA
232
Foster Victor Wealth Advisors
South Carolina
$4.17M
WA
233
Wealth Architects
California
$4.15M
GA
234
Gordian Advisors
Arizona
$4.08M
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$4.07M
CFA
236
Churchill Financial Advisors
Kentucky
$4.02M
CAAM
237
Cornerstone Advisors Asset Management
Pennsylvania
$4.01M
GSIS
238
Global Strategic Investment Solutions
Arizona
$4.01M
AWM
239
Abound Wealth Management
Tennessee
$3.99M
FFP
240
Frisco Financial Planning
Texas
$3.95M
DFA
241
DHJJ Financial Advisors
Illinois
$3.93M
PP
242
Patten & Patten
Tennessee
$3.93M
UAG
243
United Advisor Group
Ohio
$3.92M
OF
244
Outfitter Financial
Maine
$3.89M
TCM
245
Tradewinds Capital Management
Washington
$3.86M
EFG
246
Embree Financial Group
Illinois
$3.85M
MFP
247
Meramec Financial Planners
Missouri
$3.84M
Koshinski Asset Management
248
Koshinski Asset Management
Illinois
$3.78M
PWM
249
Perigon Wealth Management
California
$3.78M
LCM
250
Leisure Capital Management
California
$3.75M