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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
PAI
276
Pittenger & Anderson Inc
Nebraska
$3.3M
TSWM
277
Triangle Securities Wealth Management
North Carolina
$3.29M
FG
278
Foster Group
Iowa
$3.24M
PFWA
279
Paces Ferry Wealth Advisors
Georgia
$3.22M
VCM
280
Vision Capital Management
Oregon
$3.17M
LBC
281
Lowe Brockenbrough & Co
Virginia
$3.17M
NCM
282
Next Capital Management
New York
$3.14M
STA
283
Smith Thornton Advisors
Alabama
$3.12M
IAA
284
Independent Advisor Alliance
North Carolina
$3.09M
AIA
285
Accelerate Investment Advisors
California
$3.04M
MF
286
Midwestern Financial
Iowa
$3.03M
D.E. Shaw & Co
287
D.E. Shaw & Co
New York
$3.03M
PA
288
Pinnacle Associates
New York
$3.02M
PAYA
289
Phil A. Younker & Associates
Alaska
$3.02M
GFP
290
Guardian Financial Partners
California
$3.01M
EW
291
Element Wealth
Mississippi
$3M
AOWM
292
Alpha Omega Wealth Management
Virginia
$3M
NB
293
NBT Bank
New York
$3M
LIM
294
Leavell Investment Management
Alabama
$2.98M
PFM
295
Phillips Financial Management
Indiana
$2.95M
SF
296
Summit Financial
New Jersey
$2.95M
ACM
297
Arcataur Capital Management
Wisconsin
$2.94M
American Century Companies
298
American Century Companies
Missouri
$2.89M
EFP
299
Elser Financial Planning
Indiana
$2.88M
WP
300
WealthShield Partners
North Carolina
$2.87M