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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
MWP
801
Meridian Wealth Partners
Pennsylvania
$385K +$30 +1 +0%
SMC
802
Smith, Moore & Co
Missouri
$382K +$104K +3,470 +36%
OFS
803
Opus Financial Solutions
Illinois
$381K -$47.5K -1,583 -11%
MA
804
MONECO Advisors
Connecticut
$380K -$111K -3,704 -22%
SRCM
805
Signature Resources Capital Management
California
$379K +$5.88K +196 +2%
FRA
806
Front Row Advisors
California
$377K +$4.32K +144 +1%
IRP
807
Investment Research Partners
Pennsylvania
$375K +$6.36K +212 +2%
AIP
808
Avail Investment Partners
Pennsylvania
$375K +$387K +12,909 New
SCM
809
Stordahl Capital Management
Colorado
$373K
FFM
810
Forum Financial Management
Illinois
$373K +$83.1K +2,773 +28%
JWM
811
JPL Wealth Management
Colorado
$372K
SWM
812
Sendero Wealth Management
Texas
$372K
Bank of New York Mellon
813
Bank of New York Mellon
New York
$370K +$13.2K +441 +4%
AWM
814
Accurate Wealth Management
Florida
$370K +$58.8K +1,961 +19%
AWM
815
Adams Wealth Management
Utah
$369K
CI
816
CacheTech Inc
Utah
$369K
VFG
817
Victory Financial Group
Texas
$366K -$59.3K -1,979 -14%
CWM
818
Connecticut Wealth Management
Connecticut
$364K
ES
819
ETF Store
Kansas
$363K -$3.66K -122 -1%
RWM
820
RBA Wealth Management
California
$363K -$4.95K -165 -1%
ICP
821
Impact Capital Partners
Colorado
$363K +$510 +17 +0.1%
FWM
822
Focused Wealth Management
New York
$362K +$6.8K +227 +2%
MWA
823
Medallion Wealth Advisors
Connecticut
$360K +$19K +634 +5%
CWM
824
Cooke Wealth Management
California
$359K -$28.4K -946 -7%
WFP
825
Wrenne Financial Planning
Kentucky
$358K -$1.2K -40 -0.3%