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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
BW
701
BIP Wealth
Georgia
$509K
TWA
702
Trellis Wealth Advisors
California
$506K
TW
703
TritonPoint Wealth
Maryland
$506K
FF
704
Fairway Financial
Florida
$505K
LFG
705
Leverty Financial Group
Wisconsin
$505K
HTC
706
Haverford Trust Company
Pennsylvania
$504K
Jane Street
707
Jane Street
New York
$504K
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$504K
JCM
709
Jacobi Capital Management
Pennsylvania
$503K
SAW
710
Signal Advisors Wealth
Michigan
$503K
SSW
711
Stone Summit Wealth
Florida
$502K
GC
712
GatePass Capital
Ohio
$501K
PSB
713
Piscataqua Savings Bank
New Hampshire
$501K
HWA
714
Heritage Wealth Architects
Minnesota
$500K
WI
715
WBI Investments
New Jersey
$499K
Brown Advisory
716
Brown Advisory
Maryland
$493K
FAG
717
Fortitude Advisory Group
Washington
$492K
MA
718
MJP Associates
Connecticut
$488K
GCA
719
Genesee Capital Advisors
New York
$487K
OAM
720
Oppenheimer Asset Management
New York
$485K
CCG
721
Chatham Capital Group
Georgia
$484K
SOS
722
Silver Oak Securities
Tennessee
$484K
GCM
723
Gambit Capital Management
Tennessee
$482K
APG
724
Abacus Planning Group
South Carolina
$482K
CAG
725
Curtis Advisory Group
California
$480K