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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
GWMR
776
GC Wealth Management RIA
Massachusetts
$417K
S
777
SignatureFD
Georgia
$415K
BFG
778
Berger Financial Group
Minnesota
$414K
CCA
779
Clarity Capital Advisors
Florida
$413K
USCWA
780
U.S. Capital Wealth Advisors
Texas
$413K
SPA
781
Sentinel Pension Advisors
Massachusetts
$411K
SMA
782
Seven Mile Advisory
New Jersey
$407K
PA
783
Planning Alternatives
Michigan
$404K
APW
784
Aurora Private Wealth
New Jersey
$404K
KF
785
Ketron Financial
California
$402K
SSA
786
Sierra Summit Advisors
Nevada
$402K
Russell Investments Group
787
Russell Investments Group
United Kingdom
$400K
DSC
788
Daytona Street Capital
Missouri
$399K
PFA
789
Pathway Financial Advisors
Vermont
$396K
STA
790
Summit Trail Advisors
New York
$396K
GVAG
791
Great Valley Advisor Group
Delaware
$392K
Neuberger Berman Group
792
Neuberger Berman Group
New York
$391K
GCM
793
Glaxis Capital Management
Florida
$391K
SWA
794
SFMG Wealth Advisors
Texas
$390K
TBA
795
Tower Bridge Advisors
Pennsylvania
$390K
SL
796
Summitry LLC
California
$389K
RWIA
797
Roger Wittlin Investment Advisory
California
$388K
PD
798
Planning Directions
Pennsylvania
$387K
AAG
799
Asset Advisory Group
New Jersey
$386K
FWCM
800
Ferguson Wellman Capital Management
Oregon
$386K