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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
HIP
651
HUB Investment Partners
Texas
$607K
RWM
652
Rialto Wealth Management
New York
$607K
BFS
653
Burkett Financial Services
South Carolina
$605K
FA
654
Fermata Advisors
California
$605K
MAS
655
Madden Advisory Services
Florida
$604K
GWA
656
Geometric Wealth Advisors
District of Columbia
$602K
GFA
657
Gallagher Fiduciary Advisors
Illinois
$601K
KP
658
Keel Point
Alabama
$600K
MMA
659
Miracle Mile Advisors
California
$600K
PS
660
Principal Securities
Iowa
$599K
WMA
661
William Mack & Associates
Michigan
$593K
EAM
662
Evanson Asset Management
California
$593K
SWM
663
Selby Wealth Management
California
$593K
LIA
664
Lynx Investment Advisory
District of Columbia
$593K
SRC
665
Sage Rhino Capital
California
$587K
PSP
666
Pacific Sage Partners
Washington
$585K
EAM
667
Everstar Asset Management
North Carolina
$585K
EI
668
Ellevest Inc
New York
$582K
BCMLT
669
Beacon Capital Management LLC (Tennessee)
Tennessee
$582K
AA
670
Aire Advisors
California
$582K
CWA
671
Cornerstone Wealth Advisors
Minnesota
$581K
CW
672
Cooksen Wealth
Texas
$579K
SFG
673
SNS Financial Group
Minnesota
$578K
SWM
674
Stockman Wealth Management
Montana
$577K
CPL
675
CAP Partners LLC
Tennessee
$571K