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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
HIP
651
HUB Investment Partners
Texas
$607K +$15.6K +519 +3%
RWM
652
Rialto Wealth Management
New York
$607K -$9.95K -332 -2%
BFS
653
Burkett Financial Services
South Carolina
$605K -$38.4K -1,282 -6%
FA
654
Fermata Advisors
California
$605K +$11.6K +388 +2%
MAS
655
Madden Advisory Services
Florida
$604K -$149K -4,984 -19%
GWA
656
Geometric Wealth Advisors
District of Columbia
$602K +$116K +3,871 +23%
GFA
657
Gallagher Fiduciary Advisors
Illinois
$601K -$18.9K -632 -3%
KP
658
Keel Point
Alabama
$600K +$65.8K +2,196 +12%
MMA
659
Miracle Mile Advisors
California
$600K +$104K +3,460 +20%
PS
660
Principal Securities
Iowa
$599K -$10.5K -350 -2%
WMA
661
William Mack & Associates
Michigan
$593K +$809 +27 +0.1%
EAM
662
Evanson Asset Management
California
$593K -$270 -9 -0%
SWM
663
Selby Wealth Management
California
$593K -$4.47K -149 -0.7%
LIA
664
Lynx Investment Advisory
District of Columbia
$593K -$12.7K -424 -2%
SRC
665
Sage Rhino Capital
California
$587K +$150 +5 +0%
PSP
666
Pacific Sage Partners
Washington
$585K -$9.71K -324 -2%
EAM
667
Everstar Asset Management
North Carolina
$585K
EI
668
Ellevest Inc
New York
$582K -$10.3K -345 -2%
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
$582K +$4.02K +134 +0.7%
AA
670
Aire Advisors
California
$582K
CWA
671
Cornerstone Wealth Advisors
Minnesota
$581K -$929 -31 -0.2%
CW
672
Cooksen Wealth
Texas
$579K -$23.4K -780 -4%
SFG
673
SNS Financial Group
Minnesota
$578K -$7.31K -244 -1%
SWM
674
Stockman Wealth Management
Montana
$577K -$15K -500 -2%
CPL
675
CAP Partners LLC
Tennessee
$571K -$54.9K -1,832 -9%