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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
DA
826
Drake & Associates
Wisconsin
$358K
LF
827
LifeSteps Financial
California
$357K
WCFA
828
Walkner Condon Financial Advisors
Wisconsin
$356K
AA
829
Armis Advisers
Georgia
$356K
CP
830
Capital Planning
Washington
$355K
GWM
831
Geneos Wealth Management
Colorado
$355K
FA
832
Fagan Associates
New York
$353K
SCFS
833
Stewardship Concepts Financial Services
Washington
$351K
CI
834
Cordant Inc
Oregon
$351K
GIP
835
Granite Investment Partners
California
$349K
DBRC
836
D.B. Root & Company
Pennsylvania
$348K
RIM
837
Rockbridge Investment Management
New York
$347K
KCM
838
Kathmere Capital Management
Pennsylvania
$345K
KFSN
839
Keystone Financial Services (Nebraska)
Nebraska
$344K
PFA
840
Pure Financial Advisors
California
$344K
RRA
841
Round Rock Advisors
Connecticut
$344K
GGS
842
Galvin Gaustad & Stein
Arizona
$344K
FMWA
843
Forvis Mazars Wealth Advisors
Missouri
$343K
IFG
844
Independent Financial Group
California
$343K
SIA
845
Sage Investment Advisers
New York
$343K
JCM
846
J2 Capital Management
Michigan
$341K
VF
847
Vawter Financial
Ohio
$340K
RF
848
Rossby Financial
Florida
$339K
MOS
849
MGO One Seven
Ohio
$339K
WC
850
Waterloo Capital
Texas
$338K