We are live on ! Find out more
SCHA icon

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
BW
701
BIP Wealth
Georgia
$509K +$77.2K +2,577 +17%
TWA
702
Trellis Wealth Advisors
California
$506K
TW
703
TritonPoint Wealth
Maryland
$506K +$90 +3 +0%
FF
704
Fairway Financial
Florida
$505K +$7.49K +250 +1%
LFG
705
Leverty Financial Group
Wisconsin
$505K -$18K -600 -3%
HTC
706
Haverford Trust Company
Pennsylvania
$504K -$44.1K -1,472 -8%
Jane Street
707
Jane Street
New York
$504K +$520K +17,334 New
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$504K -$65.3K -2,179 -11%
JCM
709
Jacobi Capital Management
Pennsylvania
$503K -$105K -3,498 -17%
SAW
710
Signal Advisors Wealth
Michigan
$503K +$54.2K +1,808 +12%
SSW
711
Stone Summit Wealth
Florida
$502K -$45.5K -1,517 -8%
GC
712
GatePass Capital
Ohio
$501K +$517K +17,235 New
PSB
713
Piscataqua Savings Bank
New Hampshire
$501K
HWA
714
Heritage Wealth Architects
Minnesota
$500K
WI
715
WBI Investments
New Jersey
$499K +$514K +17,155 New
Brown Advisory
716
Brown Advisory
Maryland
$493K -$2.55K -85 -0.5%
FAG
717
Fortitude Advisory Group
Washington
$492K +$300 +10 +0.1%
MA
718
MJP Associates
Connecticut
$488K -$45.4K -1,515 -8%
GCA
719
Genesee Capital Advisors
New York
$487K +$689 +23 +0.1%
OAM
720
Oppenheimer Asset Management
New York
$485K +$68.9K +2,300 +16%
CCG
721
Chatham Capital Group
Georgia
$484K
SOS
722
Silver Oak Securities
Tennessee
$484K -$252K -8,408 -34%
GCM
723
Gambit Capital Management
Tennessee
$482K -$374K -12,481 -43%
APG
724
Abacus Planning Group
South Carolina
$482K +$5.84K +195 +1%
CAG
725
Curtis Advisory Group
California
$480K +$41.6K +1,389 +9%