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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
BFA
351
Bluestem Financial Advisors
Illinois
$2.26M
HMS
352
Hanseatic Management Services
New Mexico
$2.26M
William Blair & Company
353
William Blair & Company
Illinois
$2.26M
MI
354
Moneywise Inc
Virginia
$2.25M
CA
355
Clearstead Advisors
Ohio
$2.25M
AAS
356
Ameritas Advisory Services
Nebraska
$2.25M
CH
357
CDKV Holdings
Colorado
$2.23M
AIS
358
American Investment Services
Massachusetts
$2.22M
BCWM
359
Bartlett & Co Wealth Management
Ohio
$2.2M
CG
360
Caprock Group
Idaho
$2.18M
AWE
361
Avidian Wealth Enterprises
Texas
$2.18M
RSWM
362
Robertson Stephens Wealth Management
California
$2.17M
TWG
363
The Wealth Group
Minnesota
$2.17M
FWA
364
FSM Wealth Advisors
Ohio
$2.16M
CBU
365
CIBC Bancorp USA
Illinois
$2.15M
AO
366
Advisor OS
Illinois
$2.14M
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$2.13M
SFC
368
Strategic Financial Concepts
Texas
$2.12M
BCI
369
Brinker Capital Investments
Pennsylvania
$2.12M
VVP
370
Venture Visionary Partners
Ohio
$2.11M
FIA
371
Foundations Investment Advisors
Arizona
$2.1M
JWA
372
JFS Wealth Advisors
Pennsylvania
$2.08M
WF
373
Whelan Financial
California
$2.08M
EFG
374
Everhart Financial Group
Ohio
$2.07M
MFT
375
Moisand Fitzgerald Tamayo
Florida
$2.05M