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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
1IA
301
1834 Investment Advisors
Wisconsin
$2.85M
IC
302
IEQ Capital
California
$2.84M
GPFA
303
Game Plan Financial Advisors
Ohio
$2.83M
PGFC
304
Peapack-Gladstone Financial Corp
New Jersey
$2.83M
CMBA
305
C.M. Bidwell & Associates
Hawaii
$2.8M
SFG
306
Sunburst Financial Group
Alabama
$2.79M
HG
307
Harbor Group
New Hampshire
$2.78M
WETS
308
Wealth Enhancement Trust Services
South Dakota
$2.77M
PMG
309
ProVise Management Group
Florida
$2.75M
NFG
310
Northeast Financial Group
Pennsylvania
$2.74M
IRC
311
Investors Research Corp
Georgia
$2.7M
IWMA
312
Ironwood Wealth Management (Arizona)
Arizona
$2.67M
EFS
313
Econ Financial Services
Pennsylvania
$2.66M
FCM
314
Firestone Capital Management
Florida
$2.64M
SEIA
315
Signature Estate & Investment Advisors
California
$2.63M
BI
316
Breachway Investments
Rhode Island
$2.62M
CA
317
Centerpoint Advisors
Massachusetts
$2.62M
MS
318
Madden Securities
Texas
$2.6M
SWM
319
SeaCrest Wealth Management
New York
$2.6M
SIA
320
Serenity Investment Advisors
Illinois
$2.58M
RWP
321
Revolve Wealth Partners
New Jersey
$2.58M
LKBC
322
L.K. Benson & Company
Maryland
$2.58M
FGC
323
First Growth Capital
Maryland
$2.58M
JFG
324
Juno Financial Group
Virginia
$2.54M
EH
325
Equitable Holdings
New York
$2.54M