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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
ACA
551
Aspire Capital Advisors
Washington
$975K
DAM
552
Directional Asset Management
Illinois
$965K
KNFPWM
553
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$965K
CWA
554
Carolina Wealth Advisors
South Carolina
$963K
APP
555
Avantax Planning Partners
Iowa
$958K
CC
556
Climber Capital
Switzerland
$956K
WIC
557
Woodmont Investment Counsel
Tennessee
$949K
CPA
558
Clear Point Advisors
New York
$939K
SCM
559
SummitPoint Capital Management
Colorado
$927K
FWP
560
FAS Wealth Partners
Kansas
$918K
TCM
561
Twele Capital Management
Minnesota
$908K
BDFN
562
Bond & Devick Financial Network
Minnesota
$905K
HCM
563
Hengehold Capital Management
Ohio
$900K
SIS
564
Strategic Investment Solutions
Illinois
$896K
CAMG
565
CWA Asset Management Group
Florida
$895K
LIWM
566
Long Island Wealth Management
New York
$892K
APSI
567
Asset Planning Services Inc
Louisiana
$891K
CHJWM
568
Carlton Hofferkamp & Jenks Wealth Management
Texas
$886K
PWPS
569
Pinnacle Wealth Planning Services
Ohio
$877K
VPIM
570
Vanguard Personalized Indexing Management
California
$876K
TCBWMS
571
Texas Capital Bank Wealth Management Services
Texas
$872K
RWM
572
Ritholtz Wealth Management
New York
$868K
3FI
573
3 Factor Indexing
California
$867K
DWT
574
Dorsey & Whitney Trust
South Dakota
$863K
CS
575
Crescent Sterling
Louisiana
$860K