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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
PFPG
601
Pinnacle Financial Partners (Georgia)
Georgia
$768K
RRA
602
Red Reef Advisors
Florida
$763K
WIM
603
WealthPlan Investment Management
Nebraska
$753K
WMWM
604
Whitaker-Myers Wealth Managers
Ohio
$752K
HI
605
Hendershot Investments
Virginia
$752K
LWM
606
Luminvest Wealth Management
Arizona
$750K
LF
607
LifePlan Financial
Minnesota
$746K
DTC
608
Davidson Trust Company
Washington
$744K
ZF
609
Zhang Financial
Michigan
$740K
SEM
610
Strategic Equity Management
Arizona
$737K
BWM
611
Buska Wealth Management
Wisconsin
$717K
VAMG
612
Voisard Asset Management Group
Michigan
$716K
AIM
613
Acropolis Investment Management
Missouri
$714K
NA
614
Nautilus Advisors
California
$713K
AOWM
615
Asset One Wealth Management
Washington
$709K
BAM
616
Belpointe Asset Management
Nevada
$709K
WA
617
WP Advisors
California
$707K
EFA
618
Evernest Financial Advisors
Indiana
$700K
FSWA
619
Financial Synergies Wealth Advisors
Texas
$698K
ZBNA
620
Zions Bancorporation, National Association
Utah
$698K
TA
621
Tactive Advisors
Florida
$691K
SFA
622
Souders Financial Advisors
Ohio
$687K
CWRP
623
Cassady Wealth & Retirement Planning
Nevada
$687K
HIC
624
Holderness Investments Company
North Carolina
$686K
IP
625
Indivisible Partners
Florida
$680K