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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
LTL
626
Lowery Thomas LLC
California
$679K +$54.9K +1,830 +9%
IIA
627
Integral Investment Advisors
California
$667K +$5.72K +191 +0.8%
CIR
628
Clear Investment Research
Georgia
$663K
PI
629
PFG Investments
New York
$662K +$57.6K +1,922 +9%
MWM
630
Moran Wealth Management
Florida
$662K +$53.5K +1,784 +9%
LB
631
Legacy Bridge
Iowa
$659K
PA
632
Procyon Advisors
Connecticut
$655K -$25.2K -842 -4%
BWM
633
BNC Wealth Management
Oregon
$652K -$715K -23,867 -52%
GAA
634
Global Assets Advisory
Florida
$647K +$659K +21,982 New
LJAC
635
L.J. Altfest & Co
New York
$643K -$41.8K -1,396 -6%
PFGIA
636
Patriot Financial Group Insurance Agency
Massachusetts
$643K +$396K +13,197 +148%
CIA
637
Capital Investment Advisors
Georgia
$641K +$70.9K +2,366 +12%
AGWCA
638
Annis Gardner Whiting Capital Advisors
Florida
$640K
ACM
639
Armbruster Capital Management
New York
$636K -$1.5K -50 -0.2%
CIC
640
Carnegie Investment Counsel
Ohio
$636K -$45K -1,501 -6%
DIA
641
Dana Investment Advisors
Wisconsin
$633K +$1.02K +34 +0.2%
EW
642
Evoke Wealth
California
$631K
SFG
643
Sovereign Financial Group
Connecticut
$630K +$32.2K +1,075 +5%
MA
644
Mutual Advisors
Nebraska
$624K -$42.8K -1,427 -6%
CB
645
Commerce Bank
Missouri
$617K +$245K +8,177 +63%
BF
646
Brucke Financial
Indiana
$614K -$30.8K -1,029 -5%
YIA
647
YHB Investment Advisors
Connecticut
$611K -$29K -969 -4%
FWP
648
Flatrock Wealth Partners
California
$610K +$9.5K +317 +2%
PSF
649
Pacific Sun Financial
California
$609K -$20.5K -685 -3%
BFP
650
Birchwood Financial Partners
Minnesota
$608K +$18.7K +624 +3%