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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
QCG
501
Quadrant Capital Group
Ohio
$1.2M
CCG
502
Coastwise Capital Group
California
$1.2M
DP
503
Dearborn Partners
Illinois
$1.19M
EWA
504
EverSource Wealth Advisors
Alabama
$1.19M
CA
505
Claro Advisors
Massachusetts
$1.18M
JGCM
506
Joseph Group Capital Management
Ohio
$1.18M
CCW
507
Coastline Complete Wealth
South Carolina
$1.17M
TA
508
TPG Advisors
Illinois
$1.16M
FWM
509
Fonville Wealth Management
Virginia
$1.16M
WBCM
510
Wilson & Boucher Capital Management
California
$1.16M
SC
511
Shearwater Capital
Colorado
$1.15M
Citigroup
512
Citigroup
New York
$1.15M
CFO
513
Collective Family Office
Pennsylvania
$1.14M
GFG
514
Grantvest Financial Group
New Jersey
$1.14M
KWM
515
Kingsview Wealth Management
Oregon
$1.13M
OFG
516
Omega Financial Group
California
$1.12M
MCM
517
Mengis Capital Management
Oregon
$1.11M
CPC
518
CFC Planning Company
Indiana
$1.1M
PA
519
Parallel Advisors
California
$1.1M
DC
520
Davenport & Co
Virginia
$1.1M
EWP
521
Elevation Wealth Partners
California
$1.1M
DCM
522
Donaldson Capital Management
Indiana
$1.1M
RTL
523
Red Tortoise LLC
Georgia
$1.1M
MW
524
MBL Wealth
North Carolina
$1.09M
MCCA
525
Mill Creek Capital Advisors
Pennsylvania
$1.09M