We are live on ! Find out more
SCHA icon

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
LTL
626
Lowery Thomas LLC
California
$679K
IIA
627
Integral Investment Advisors
California
$667K
CIR
628
Clear Investment Research
Georgia
$663K
PI
629
PFG Investments
New York
$662K
MWM
630
Moran Wealth Management
Florida
$662K
LB
631
Legacy Bridge
Iowa
$659K
PA
632
Procyon Advisors
Connecticut
$655K
BWM
633
BNC Wealth Management
Oregon
$652K
GAA
634
Global Assets Advisory
Florida
$647K
LJAC
635
L.J. Altfest & Co
New York
$643K
PFGIA
636
Patriot Financial Group Insurance Agency
Massachusetts
$643K
CIA
637
Capital Investment Advisors
Georgia
$641K
AGWCA
638
Annis Gardner Whiting Capital Advisors
Florida
$640K
ACM
639
Armbruster Capital Management
New York
$636K
CIC
640
Carnegie Investment Counsel
Ohio
$636K
DIA
641
Dana Investment Advisors
Wisconsin
$633K
EW
642
Evoke Wealth
California
$631K
SFG
643
Sovereign Financial Group
Connecticut
$630K
MA
644
Mutual Advisors
Nebraska
$624K
CB
645
Commerce Bank
Missouri
$617K
BF
646
Brucke Financial
Indiana
$614K
YIA
647
YHB Investment Advisors
Connecticut
$611K
FWP
648
Flatrock Wealth Partners
California
$610K
PSF
649
Pacific Sun Financial
California
$609K
BFP
650
Birchwood Financial Partners
Minnesota
$608K