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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
MWP
801
Meridian Wealth Partners
Pennsylvania
$385K
SMC
802
Smith, Moore & Co
Missouri
$382K
OFS
803
Opus Financial Solutions
Illinois
$381K
MA
804
MONECO Advisors
Connecticut
$380K
SRCM
805
Signature Resources Capital Management
California
$379K
FRA
806
Front Row Advisors
California
$377K
IRP
807
Investment Research Partners
Pennsylvania
$375K
AIP
808
Avail Investment Partners
Pennsylvania
$375K
SCM
809
Stordahl Capital Management
Colorado
$373K
FFM
810
Forum Financial Management
Illinois
$373K
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
AWM
814
Accurate Wealth Management
Florida
$370K
AWM
815
Adams Wealth Management
Utah
$369K
CI
816
CacheTech Inc
Utah
$369K
VFG
817
Victory Financial Group
Texas
$366K
CWM
818
Connecticut Wealth Management
Connecticut
$364K
ES
819
ETF Store
Kansas
$363K
RWM
820
RBA Wealth Management
California
$363K
ICP
821
Impact Capital Partners
Colorado
$363K
FWM
822
Focused Wealth Management
New York
$362K
MWA
823
Medallion Wealth Advisors
Connecticut
$360K
CWM
824
Cooke Wealth Management
California
$359K
WFP
825
Wrenne Financial Planning
Kentucky
$358K