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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
PFS
726
Prospera Financial Services
Texas
$479K +$11K +367 +2%
DADC
727
D.A. Davidson & Co
Montana
$478K +$16.9K +564 +4%
QWM
728
Quadcap Wealth Management
Texas
$476K +$21K +700 +4%
BIA
729
Bigelow Investment Advisors
Maine
$474K -$55.2K -1,840 -10%
TAM
730
Townsend Asset Management
North Carolina
$474K -$98.9K -3,299 -17%
TP
731
Tranquility Partners
Tennessee
$473K -$4.74K -158 -1%
BA
732
Bridgewater Advisors
New York
$472K -$2.07K -69 -0.5%
MFF
733
Michels Family Financial
Texas
$470K +$600 +20 +0.1%
RIG
734
RiverFront Investment Group
Virginia
$470K +$484K +16,152 New
WWM
735
Western Wealth Management
Colorado
$468K +$179K +5,957 +59%
SW
736
Simplicity Wealth
New Jersey
$467K -$399K -13,303 -45%
LIA
737
LBMC Investment Advisors
Tennessee
$467K
HFO
738
Heritage Family Offices
Arizona
$467K -$19.4K -647 -4%
FCA
739
Fortis Capital Advisors
Kansas
$464K -$7.73K -258 -2%
SWM
740
Silverlake Wealth Management
Vermont
$463K -$67.4K -2,247 -12%
ODIJL
741
One Day In July LLC
Vermont
$462K
EK
742
Evensky & Katz
Florida
$461K -$8.96K -299 -2%
MCP
743
Mirador Capital Partners
California
$458K +$15.5K +518 +3%
DM
744
Diversified Management
Wisconsin
$457K +$30 +1 +0%
CCC
745
Compass Capital Corp
Massachusetts
$457K -$7.61K -254 -2%
AWA
746
Arkadios Wealth Advisors
Georgia
$456K +$201K +6,693 +74%
HCP
747
Hexagon Capital Partners
Arkansas
$456K +$180 +6 +0%
PHIC
748
Pine Haven Investment Counsel
Massachusetts
$455K -$1.77K -59 -0.4%
BFS
749
Bradley Foster & Sargent
Connecticut
$453K +$2.52K +84 +0.5%
PMSA
750
Patrick M. Sweeney & Associates
Illinois
$453K +$9.77K +326 +2%