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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
SSWM
476
Sheets Smith Wealth Management
North Carolina
$1.33M
OFS
477
OneAscent Financial Services
Alabama
$1.32M
FBB
478
Fulton Breakefield Broenniman
Maryland
$1.31M
DE
479
Diversified Enterprises
Delaware
$1.31M
PWMAG
480
Pinnacle Wealth Management Advisory Group
New Jersey
$1.3M
WP
481
Westmount Partners
California
$1.3M
IF
482
Ironwood Financial
Arizona
$1.3M
MCC
483
Money Concepts Capital
Florida
$1.3M
WCM
484
Wisconsin Capital Management
Wisconsin
$1.3M
BAM
485
Berkshire Asset Management
Pennsylvania
$1.29M
GCA
486
Gradient Capital Advisors
California
$1.29M
WAG
487
Windsor Advisory Group
Ohio
$1.28M
AIP
488
Ameritas Investment Partners
Nebraska
$1.27M
GIA
489
GHP Investment Advisors
Colorado
$1.26M
PVI
490
Pine Valley Investments
New Jersey
$1.26M
MMHP
491
Murphy Middleton Hinkle & Parker
Georgia
$1.25M
IWM
492
IHT Wealth Management
Illinois
$1.25M
NIM
493
Nicollet Investment Management
Minnesota
$1.24M
AWM
494
AE Wealth Management
Kansas
$1.23M
GWWM
495
Great Waters Wealth Management
Minnesota
$1.23M
CAG
496
Carroll Advisory Group
Texas
$1.23M
TWP
497
Tempus Wealth Planning
California
$1.23M
FWI
498
Facet Wealth Inc
Maryland
$1.22M
NL
499
NWAM LLC
Washington
$1.2M
Fisher Asset Management
500
Fisher Asset Management
Washington
$1.2M