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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
VCM
451
Virtue Capital Management
Tennessee
$1.43M
MG
452
MilWealth Group
Wisconsin
$1.43M
EF
453
Envision Financial
Wisconsin
$1.42M
HA
454
HC Advisors
Georgia
$1.42M
XPN
455
XY Planning Network
Montana
$1.42M
SIG
456
Spinnaker Investment Group
California
$1.42M
BAH
457
Beacon Advisors Holdings
Texas
$1.41M
P
458
&Partners
Tennessee
$1.41M
CHA
459
Cooper/Haims Advisors
New York
$1.4M
CF
460
Centaurus Financial
California
$1.4M
MAMG
461
Milestone Asset Management Group
Connecticut
$1.4M
CIA
462
Cape Investment Advisory
Georgia
$1.39M
LFA
463
Laraway Financial Advisors
Minnesota
$1.39M
SWP
464
Stratos Wealth Partners
Ohio
$1.39M
BPWM
465
Badgley Phelps Wealth Managers
Washington
$1.38M
BP
466
BCK Partners
New York
$1.38M
BCM
467
Brookstone Capital Management
Illinois
$1.38M
NP
468
NorthRock Partners
Minnesota
$1.38M
RW
469
Rede Wealth
Virginia
$1.38M
SDWMA
470
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.37M
HWA
471
Heartwood Wealth Advisors
Virginia
$1.36M
WPA
472
West Paces Advisors
Georgia
$1.36M
AGC
473
Aspen Grove Capital
Colorado
$1.35M
PS
474
Planned Solutions
California
$1.35M
KPWS
475
Kestra Private Wealth Services
Texas
$1.34M