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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
VA
251
Valmark Advisers
Ohio
$3.74M
HSA
252
HBK Sorce Advisory
Pennsylvania
$3.71M
SM
253
Sensible Money
Arizona
$3.7M
NDSI
254
Newman Dignan & Sheerar Inc
Rhode Island
$3.68M
DF
255
Downshift Financial
Colorado
$3.65M
DI
256
Diligent Investors
California
$3.62M
GG
257
Gleason Group
Kentucky
$3.6M
CAM
258
Cresset Asset Management
Illinois
$3.6M
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$3.58M
CAG
260
Csenge Advisory Group
Florida
$3.56M
VFS
261
Valpey Financial Services
New Hampshire
$3.54M
BlackRock
262
BlackRock
New York
$3.53M
CG
263
Cynosure Group
Utah
$3.51M
CB
264
Community Bank
New York
$3.51M
VT
265
Vise Technologies
New York
$3.44M
ACA
266
Aptus Capital Advisors
Alabama
$3.44M
BP
267
Broadleaf Partners
Ohio
$3.44M
KHC
268
Koesten Hirschmann & Crabtree
Kansas
$3.43M
BCM
269
Boltwood Capital Management
California
$3.43M
CFA
270
Cahill Financial Advisors
Minnesota
$3.42M
CWG
271
Cornerstone Wealth Group
North Carolina
$3.4M
CAL
272
Capital Analysts LLC
Pennsylvania
$3.38M
VNA
273
Valley National Advisers
Pennsylvania
$3.37M
AC
274
AlphaCore Capital
California
$3.36M
LF
275
Lee Financial
Texas
$3.31M