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Schwab U.S Small- Cap ETF

1,249 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 85 funds opening new positions, 475 increasing their positions, 479 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

1% more funds holding in top 10

Funds holding in top 10: 6768 (+1)

1% more funds holding

Funds holding: 1,2371,249 (+12)

0% less capital invested

Capital invested by funds: $7.2B → $7.2B (-$3.81M)

1% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 479

1.19% less ownership

Funds ownership: 37.48%36.29% (-1.2%)

Holders
1,249
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
15.39%
Holding in Top 10
68
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.49%
% of All Funds
0.84%
New
85
Increased
475
Reduced
479
Closed
52
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
601
Pinnacle Financial Partners (Georgia)
Georgia
$768K -$2.82K -94 -0.4%
RRA
602
Red Reef Advisors
Florida
$763K +$39.8K +1,328 +5%
WIM
603
WealthPlan Investment Management
Nebraska
$753K -$5.46K -182 -0.7%
WMWM
604
Whitaker-Myers Wealth Managers
Ohio
$752K -$7.67K -256 -1%
HI
605
Hendershot Investments
Virginia
$752K +$8.09K +270 +1%
LWM
606
Luminvest Wealth Management
Arizona
$750K
LF
607
LifePlan Financial
Minnesota
$746K -$35.4K -1,182 -4%
DTC
608
Davidson Trust Company
Washington
$744K
ZF
609
Zhang Financial
Michigan
$740K +$98.2K +3,277 +15%
SEM
610
Strategic Equity Management
Arizona
$737K -$51K -1,702 -6%
BWM
611
Buska Wealth Management
Wisconsin
$717K +$739K +24,668 New
VAMG
612
Voisard Asset Management Group
Michigan
$716K -$43.9K -1,464 -6%
AIM
613
Acropolis Investment Management
Missouri
$714K +$4.5K +150 +0.6%
NA
614
Nautilus Advisors
California
$713K +$570 +19 +0.1%
AOWM
615
Asset One Wealth Management
Washington
$709K +$67.6K +2,256 +11%
BAM
616
Belpointe Asset Management
Nevada
$709K -$2.31K -77 -0.3%
WA
617
WP Advisors
California
$707K +$989 +33 +0.1%
EFA
618
Evernest Financial Advisors
Indiana
$700K -$17.4K -582 -3%
FSWA
619
Financial Synergies Wealth Advisors
Texas
$698K +$3.09K +103 +0.4%
ZBNA
620
Zions Bancorporation, National Association
Utah
$698K +$719K +24,000 New
TA
621
Tactive Advisors
Florida
$691K +$49.7K +1,659 +8%
SFA
622
Souders Financial Advisors
Ohio
$687K -$224K -7,476 -24%
CWRP
623
Cassady Wealth & Retirement Planning
Nevada
$687K -$28K -935 -4%
HIC
624
Holderness Investments Company
North Carolina
$686K +$2.04K +68 +0.3%
IP
625
Indivisible Partners
Florida
$680K +$16.7K +557 +2%