We are live on ! Find out more
SCHA icon

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
CFP
751
Cascade Financial Partners
California
$453K
PWP
752
Principle Wealth Partners
Connecticut
$450K
FWM
753
Finer Wealth Management
Massachusetts
$450K
SPIA
754
Steward Partners Investment Advisory
New York
$448K
CAL
755
Capital Advisors Ltd
Ohio
$447K
KFS
756
Kaizen Financial Strategies
California
$447K
BEI
757
Benjamin Edwards Inc
Missouri
$445K
CW
758
CreativeOne Wealth
Kansas
$445K
FNBOMD
759
First National Bank of Mount Dora
Florida
$442K
BFC
760
Bedel Financial Consulting
Indiana
$440K
BWP
761
Balboa Wealth Partners
Arizona
$439K
CA
762
Continuum Advisory
Idaho
$437K
KOC
763
Koss-Olinger Consulting
Florida
$436K
IIA
764
Integrity Investment Advisors
Colorado
$433K
GIA
765
Gladstone Institutional Advisory
Florida
$432K
FCP
766
Fidelis Capital Partners
Florida
$430K
JWM
767
Jeppson Wealth Management
California
$429K
RA
768
Ruggaard & Associates
Ohio
$428K
FCU
769
Financial Concepts Unlimited
Maine
$428K
HCP
770
Hardin Capital Partners
South Carolina
$427K
XWL
771
XXI Wealth LLC
Illinois
$425K
HWA
772
HCR Wealth Advisors
California
$423K
CFO
773
Callan Family Office
Pennsylvania
$423K
VA
774
VestGen Advisors
Illinois
$421K
HT
775
Heritage Trust
Oklahoma
$417K