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Schwab U.S Small- Cap ETF

1,236 hedge funds and large institutions have $7.17B invested in Schwab U.S Small- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 470 increasing their positions, 476 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: 470 | Existing positions reduced: 476

1.27% less ownership

Funds ownership: 37.47%36.19% (-1.3%)

Holders
1,236
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
Morgan Stanley
26
Morgan Stanley
New York
$46.6M
CA
27
CoreCap Advisors
Michigan
$46.4M
GAM
28
Gemmer Asset Management
California
$44.2M
GRR
29
Golden Reserve Retirement
Ohio
$43.6M
SC
30
Savant Capital
Illinois
$42.6M
KBFS
31
Kohmann Bosshard Financial Services
Ohio
$40.9M
Goldman Sachs
32
Goldman Sachs
New York
$40.7M
Corient Private Wealth
33
Corient Private Wealth
Florida
$40.1M
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$38.2M
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$37M
MAG
36
Mokosak Advisory Group
Iowa
$34.8M
RRWA
37
Rainey & Randall Wealth Advisors
Florida
$34.4M
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$32.2M
JIC
39
Johnson Investment Counsel
Ohio
$30.4M
BPA
40
Beacon Pointe Advisors
California
$30.4M
BWA
41
BlueSky Wealth Advisors
North Carolina
$30.2M
KFC
42
Klingenstein Fields & Co
New York
$29.9M
KAS
43
Kestra Advisory Services
Texas
$28.8M
NFW
44
Noble Family Wealth
Florida
$28.7M
State Farm Mutual Automobile Insurance
45
State Farm Mutual Automobile Insurance
Illinois
$28.6M
CCWA
46
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.1M
FWM
47
ForthRight Wealth Management
Georgia
$27.8M
Raymond James Financial
48
Raymond James Financial
Florida
$27.4M
TCM
49
TruNorth Capital Management
Michigan
$26.6M
CPIG
50
Chicago Partners Investment Group
Illinois
$26.5M