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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
CFP
751
Cascade Financial Partners
California
$453K +$151K +5,041 +48%
PWP
752
Principle Wealth Partners
Connecticut
$450K
FWM
753
Finer Wealth Management
Massachusetts
$450K -$161K -5,383 -26%
SPIA
754
Steward Partners Investment Advisory
New York
$448K +$18.1K +605 +4%
CAL
755
Capital Advisors Ltd
Ohio
$447K
KFS
756
Kaizen Financial Strategies
California
$447K +$600 +20 +0.1%
BEI
757
Benjamin Edwards Inc
Missouri
$445K -$3K -100 -0.6%
CW
758
CreativeOne Wealth
Kansas
$445K +$7.25K +242 +2%
FNBOMD
759
First National Bank of Mount Dora
Florida
$442K
BFC
760
Bedel Financial Consulting
Indiana
$440K +$150 +5 +0%
BWP
761
Balboa Wealth Partners
Arizona
$439K +$106K +3,529 +31%
CA
762
Continuum Advisory
Idaho
$437K +$24.3K +810 +6%
KOC
763
Koss-Olinger Consulting
Florida
$436K -$49.2K -1,641 -10%
IIA
764
Integrity Investment Advisors
Colorado
$433K -$32.7K -1,092 -7%
GIA
765
Gladstone Institutional Advisory
Florida
$432K +$112K +3,735 +34%
FCP
766
Fidelis Capital Partners
Florida
$430K +$72.2K +2,410 +19%
JWM
767
Jeppson Wealth Management
California
$429K -$1.32K -44 -0.3%
RA
768
Ruggaard & Associates
Ohio
$428K
FCU
769
Financial Concepts Unlimited
Maine
$428K +$441K +14,703 New
HCP
770
Hardin Capital Partners
South Carolina
$427K +$35.3K +1,179 +9%
XWL
771
XXI Wealth LLC
Illinois
$425K
HWA
772
HCR Wealth Advisors
California
$423K +$60 +2 +0%
CFO
773
Callan Family Office
Pennsylvania
$423K
VA
774
VestGen Advisors
Illinois
$421K +$22.7K +757 +6%
HT
775
Heritage Trust
Oklahoma
$417K