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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
BBA
676
BLB&B Advisors
Pennsylvania
$569K -$89.2K -2,975 -13%
GT
677
Glenmede Trust
Pennsylvania
$566K -$44K -1,469 -7%
BFA
678
Beaumont Financial Advisors
Massachusetts
$560K +$60 +2 +0%
TIA
679
Tiemann Investment Advisors
California
$558K -$4.2K -140 -0.7%
PFBT
680
Parkside Financial Bank & Trust
Missouri
$556K +$180 +6 +0%
CMAI
681
Capital Management Associates Inc
Minnesota
$549K +$1.41K +47 +0.2%
CTA
682
Chesley Taft & Associates
Illinois
$544K
PCM
683
Pennsylvania Capital Management
Pennsylvania
$540K +$24.6K +820 +5%
GWANC
684
Guardian Wealth Advisors (North Carolina)
North Carolina
$540K +$150 +5 +0%
RWA
685
Redhawk Wealth Advisors
Minnesota
$538K -$286K -9,556 -34%
SIC
686
Sigma Investment Counselors
Michigan
$537K -$495K -16,516 -47%
EFH
687
Eaton Financial Holdings
Florida
$536K -$89.6K -2,990 -14%
CCM
688
Condor Capital Management
New Jersey
$535K -$59.4K -1,980 -10%
GWM
689
Gilpin Wealth Management
Colorado
$532K +$13K +435 +2%
AIM
690
Advyzon Investment Management
Illinois
$530K +$121K +4,040 +28%
JLBC
691
J.L. Bainbridge & Co
Florida
$528K +$30.6K +1,021 +6%
CA
692
CWC Advisors
Oregon
$526K -$44.2K -1,476 -8%
AWA
693
Acorn Wealth Advisors
Michigan
$524K -$36K -1,201 -6%
BI
694
Berkeley Inc
Idaho
$522K +$30 +1 +0%
SA
695
Stewardship Advisors
Pennsylvania
$522K +$7.58K +253 +1%
WW
696
Waterfront Wealth
Kansas
$520K -$1.86K -62 -0.3%
EWM
697
Evermay Wealth Management
Virginia
$519K +$30 +1 +0%
RPGK
698
Retirement Planning Group (Kansas)
Kansas
$517K -$11.8K -393 -2%
TWM
699
Thrive Wealth Management
Pennsylvania
$512K -$14.4K -481 -3%
AL
700
Aspiriant LLC
California
$510K -$30 -1 -0%