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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
DAS
51
Dynamic Advisor Solutions
Arizona
$25.5M +$361K +12,035 +1%
ONB
52
Old National Bancorp
Indiana
$25.3M +$4.53M +151,258 +21%
Wells Fargo
53
Wells Fargo
California
$24.7M -$4.07M -135,801 -14%
FI
54
FIDELIS iM
Oregon
$24.7M +$754K +25,165 +3%
CST
55
Charles Schwab Trust
Nevada
$23.8M +$1.04M +34,738 +4%
LWMT
56
Legacy Wealth Management (Tennessee)
Tennessee
$23.7M -$952K -31,751 -4%
JF
57
Joule Financial
Kentucky
$23.2M -$177K -5,906 -0.7%
VWA
58
Visionary Wealth Advisors
Illinois
$22.9M +$1.88M +62,561 +9%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$22.5M +$1.73M +57,784 +8%
ETC
60
Exchange Traded Concepts
Oklahoma
$21.7M +$892K +29,763 +4%
SFS
61
Summit Financial Strategies
Ohio
$21.5M -$5.16M -172,061 -19%
WCFP
62
White & Co Financial Planning
Washington
$21.2M -$250K -8,355 -1%
ACA
63
Ascension Capital Advisors
Texas
$20.7M +$309K +10,293 +1%
SFG
64
Sage Financial Group
Pennsylvania
$20.5M +$286K +9,548 +1%
MFG
65
Merit Financial Group
Georgia
$20.3M +$1.85M +61,845 +10%
JP Morgan Chase
66
JP Morgan Chase
New York
$19.5M -$5.16M -172,007 -20%
WA
67
Waterford Advisors
New York
$19.2M +$302K +10,085 +1%
SFA
68
Seneca Financial Advisors
New York
$18.4M +$4.73M +157,762 +33%
CCA
69
Clearwater Capital Advisors
Illinois
$18.1M +$353K +11,761 +2%
SWRP
70
Summit Wealth & Retirement Planning
California
$17.3M +$404K +13,480 +2%
ZRP
71
Zynergy Retirement Planning
New Jersey
$16.6M -$321K -10,718 -2%
MWM
72
Modern Wealth Management
Kansas
$16.5M +$28K +933 +0.2%
MTC
73
Matrix Trust Company
Colorado
$16M -$25.1K -836 -0.2%
BSB
74
Bangor Savings Bank
Maine
$15.7M -$2.33M -77,823 -13%
PCIA
75
Prime Capital Investment Advisors
Kansas
$14.2M -$328K -10,950 -2%