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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
HR
576
Howe & Rusling
New York
$849K
FIC
577
Family Investment Center
Missouri
$845K
BIG
578
Brookwood Investment Group
Arizona
$845K
CFO
579
CVA Family Office
Colorado
$844K
RFP
580
Root Financial Partners
California
$841K
RDWM
581
Red Door Wealth Management
Tennessee
$841K
WF
582
Warner Financial
Maryland
$839K
PAM
583
Pegasus Asset Management
New York
$837K
SLP
584
Storen Legacy Partners
Indiana
$831K
FC
585
Financial Consulate
Maryland
$825K
OC
586
Optima Capital
Oregon
$824K
MCCP
587
Mission Creek Capital Partners
California
$822K
FF
588
Farnam Financial
Arizona
$818K
VAI
589
Vanguard Advisers Inc
Pennsylvania
$817K
PSIWM
590
Paradigm Strategies in Wealth Management
Minnesota
$816K
HP
591
Hilltop Partners
Indiana
$810K
FA
592
Fiduciary Alliance
South Carolina
$805K
OC
593
Oarsman Capital
Wisconsin
$805K
CFD
594
Creative Financial Designs
Indiana
$805K
Northern Trust
595
Northern Trust
Illinois
$805K
CAM
596
Carret Asset Management
New York
$802K
LFAS
597
Level Four Advisory Services
Texas
$795K
RA
598
RFG Advisory
Alabama
$792K
G
599
GuidedMoney
Wisconsin
$778K
YIM
600
Yoffe Investment Management
Pennsylvania
$772K