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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
PFS
726
Prospera Financial Services
Texas
$479K
DADC
727
D.A. Davidson & Co
Montana
$478K
QWM
728
Quadcap Wealth Management
Texas
$476K
BIA
729
Bigelow Investment Advisors
Maine
$474K
TAM
730
Townsend Asset Management
North Carolina
$474K
TP
731
Tranquility Partners
Tennessee
$473K
BA
732
Bridgewater Advisors
New York
$472K
MFF
733
Michels Family Financial
Texas
$470K
RIG
734
RiverFront Investment Group
Virginia
$470K
WWM
735
Western Wealth Management
Colorado
$468K
SW
736
Simplicity Wealth
New Jersey
$467K
LIA
737
LBMC Investment Advisors
Tennessee
$467K
HFO
738
Heritage Family Offices
Arizona
$467K
FCA
739
Fortis Capital Advisors
Kansas
$464K
SWM
740
Silverlake Wealth Management
Vermont
$463K
ODIJL
741
One Day In July LLC
Vermont
$462K
EK
742
Evensky & Katz
Florida
$461K
MCP
743
Mirador Capital Partners
California
$458K
DM
744
Diversified Management
Wisconsin
$457K
CCC
745
Compass Capital Corp
Massachusetts
$457K
AWA
746
Arkadios Wealth Advisors
Georgia
$456K
HCP
747
Hexagon Capital Partners
Arkansas
$456K
PHIC
748
Pine Haven Investment Counsel
Massachusetts
$455K
BFS
749
Bradley Foster & Sargent
Connecticut
$453K
PMSA
750
Patrick M. Sweeney & Associates
Illinois
$453K