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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
IFS
526
Ifrah Financial Services
Arkansas
$1.09M
SAM
527
Summit Asset Management
Tennessee
$1.08M
AI
528
Atria Investments
North Carolina
$1.08M
CAM
529
Cozad Asset Management
Illinois
$1.08M
PWM
530
Paulson Wealth Management
Illinois
$1.08M
AF
531
Advisornet Financial
Minnesota
$1.07M
RWA
532
Roberts Wealth Advisors
California
$1.07M
MSWMA
533
Market Street Wealth Management Advisors
Indiana
$1.06M
SAM
534
S.A. Mason
Michigan
$1.06M
Baird Financial Group
535
Baird Financial Group
Wisconsin
$1.05M
SWM
536
Sculati Wealth Management
Michigan
$1.05M
PCG
537
Prosperity Consulting Group
Maryland
$1.05M
SA
538
Scarborough Advisors
Maryland
$1.05M
SAM
539
Smithbridge Asset Management
Pennsylvania
$1.03M
PWA
540
Peterson Wealth Advisors
Utah
$1.03M
EFM
541
Eley Financial Management
Vermont
$1.02M
TCIIS
542
TIAA-CREF Individual & Institutional Services
New York
$1.02M
IFA
543
Index Fund Advisors
California
$1.02M
HWMG
544
Hurlow Wealth Management Group
Indiana
$1.02M
RC
545
Roundview Capital
New Jersey
$1.01M
EP
546
Essential Partners
California
$1M
AIA
547
Armor Investment Advisors
North Carolina
$996K
M
548
MYeCFO
California
$994K
DBFM
549
Dickmeyer Boyce Financial Management
Indiana
$986K
PCM
550
Parsons Capital Management
Rhode Island
$979K