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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
DSC
401
Duncker Streett & Co
Missouri
$1.8M
LA
402
LVW Advisors
New York
$1.79M
KF
403
Krilogy Financial
Missouri
$1.78M
AC
404
Apella Capital
Connecticut
$1.77M
ACA
405
Atlas Capital Advisors
Wyoming
$1.77M
JWS
406
Juncture Wealth Strategies
Arizona
$1.77M
CWM
407
Clearview Wealth Management
California
$1.74M
KJWM
408
Kiley Juergens Wealth Management
Washington
$1.74M
AWA
409
Argos Wealth Advisors
California
$1.74M
MCM
410
Mendel Capital Management
Arkansas
$1.73M
NFTC
411
North Forty Two & Co
Oregon
$1.71M
WPC
412
Wedmont Private Capital
Pennsylvania
$1.71M
PAS
413
Park Avenue Securities
New York
$1.7M
TC
414
Tenret Company
Florida
$1.69M
JC
415
JM2 Capital
Oklahoma
$1.69M
BCG
416
Bravias Capital Group
New Jersey
$1.67M
FPAS
417
Focus Partners Advisor Solutions
Missouri
$1.65M
SPFA
418
Summit Place Financial Advisors
New Jersey
$1.65M
EWA
419
Exencial Wealth Advisors
Oklahoma
$1.64M
JFG
420
JMG Financial Group
Illinois
$1.64M
NGA
421
Naples Global Advisors
Florida
$1.63M
CCM
422
Coldstream Capital Management
Washington
$1.63M
AIA
423
Arcadia Investment Advisors
Idaho
$1.63M
Thrivent Financial for Lutherans
424
Thrivent Financial for Lutherans
Minnesota
$1.62M
PWW
425
Pettyjohn Wood & White
Virginia
$1.62M