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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
NHC
376
Nicholas Hoffman & Company
Georgia
$2.04M
LHEI
377
Leo H. Evart Inc
California
$2.03M
CAG
378
Compass Advisory Group
New York
$2.02M
TPCW
379
TD Private Client Wealth
New York
$2.02M
B
380
Bailard
California
$2.02M
BWM
381
Blossom Wealth Management
California
$2.01M
SP
382
SWS Partners
Ohio
$2M
ATPW
383
Ashton Thomas Private Wealth
Arizona
$1.99M
SFWA
384
Summit Financial Wealth Advisors
Louisiana
$1.98M
EPM
385
Elm Partners Management
Pennsylvania
$1.97M
OPWM
386
Oakwell Private Wealth Management
Texas
$1.97M
VWA
387
VSM Wealth Advisory
Maryland
$1.95M
FSAG
388
Financial Solutions Advisory Group
Illinois
$1.93M
PSCM
389
Per Stirling Capital Management
Texas
$1.93M
LC
390
LTG Capital
Massachusetts
$1.92M
MPCA
391
Madison Park Capital Advisors
Washington
$1.89M
JE
392
Jacobs Equity
Utah
$1.89M
DWM
393
Dakota Wealth Management
Florida
$1.89M
MWP
394
Moller Wealth Partners
$1.89M
WIM
395
Warwick Investment Management
Texas
$1.88M
KLI
396
Kelman-Lazarov Inc
Tennessee
$1.87M
WFA
397
WJ Financial Advisors
Connecticut
$1.87M
CIA
398
Concurrent Investment Advisors
Florida
$1.86M
VCP
399
Vista Capital Partners
Oregon
$1.86M
BFG
400
Bouchey Financial Group
New York
$1.84M