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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
MMCM
326
Murphy & Mullick Capital Management
New York
$2.51M
WCM
327
Winthrop Capital Management
Indiana
$2.5M
PIA
328
Panoramic Investment Advisors
Colorado
$2.48M
SAI
329
Savvy Advisors Inc
New York
$2.46M
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$2.45M
JPLA
331
Joseph P. Lucia & Associates
New York
$2.44M
ACG
332
Allen Capital Group
Nebraska
$2.43M
IA
333
IF Advisors
Texas
$2.42M
Susquehanna International Group
334
Susquehanna International Group
Pennsylvania
$2.41M
ISWM
335
Independent Solutions Wealth Management
New York
$2.41M
CFG
336
Citizens Financial Group
Rhode Island
$2.4M
CWM
337
CMH Wealth Management
New Hampshire
$2.4M
DCM
338
Dorato Capital Management
Colorado
$2.4M
ML
339
McAdam LLC
Pennsylvania
$2.39M
LFG
340
Larson Financial Group
Missouri
$2.38M
CM
341
Columbus Macro
Pennsylvania
$2.36M
Bank of Montreal
342
Bank of Montreal
Ontario, Canada
$2.35M
AIM
343
Aspen Investment Management
Michigan
$2.35M
CWA
344
Consilium Wealth Advisory
Texas
$2.33M
CW
345
Code Waechter
Florida
$2.31M
MAWAG
346
Mid-American Wealth Advisory Group
Missouri
$2.3M
SFMG
347
Sage Financial Management Group
Virginia
$2.29M
ASN
348
Advisory Services Network
Georgia
$2.29M
MIA
349
MeadowBrook Investment Advisors
Michigan
$2.28M
SP
350
Sequent Planning
Nebraska
$2.27M