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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
GWM
426
Greenhouse Wealth Management
Connecticut
$1.61M
ATI
427
ARK & TLK Investments
Oklahoma
$1.6M
NA
428
Nestegg Advisors
New York
$1.58M
MIA
429
Milestone Investment Advisors
Wisconsin
$1.58M
CA
430
Cambridge Advisors
Nebraska
$1.57M
CSF
431
Capital Squared Financial
Maryland
$1.57M
BWM
432
BankPlus Wealth Management
Mississippi
$1.56M
RM
433
RCW Management
Florida
$1.56M
VFA
434
Valeo Financial Advisors
Indiana
$1.54M
CFS
435
CRA Financial Services
New Jersey
$1.53M
SF
436
Seek First
California
$1.53M
OE
437
OFS Enterprise
Nebraska
$1.51M
GC
438
Grimes & Company
Massachusetts
$1.5M
CFIA
439
Cantor Fitzgerald Investment Advisors
New York
$1.49M
IA
440
Intellus Advisors
Florida
$1.49M
DP
441
Denver PWM
Colorado
$1.48M
HI
442
Harbour Investments
Wisconsin
$1.48M
SWASL
443
Spartan Wealth Advisory Services LLC
Michigan
$1.48M
EA
444
Enclave Advisors
Texas
$1.47M
BSCCG
445
Blue Sky Capital Consultants Group
California
$1.45M
EWM
446
Elmwood Wealth Management
California
$1.45M
B
447
Bensler
Washington
$1.44M
WAG
448
Wiser Advisor Group
Arizona
$1.44M
PCM
449
Passive Capital Management
Maryland
$1.44M
SFC
450
Sprinkle Financial Consultants
Colorado
$1.44M