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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
NW
851
NewEdge Wealth
Pennsylvania
$338K
TWA
852
TCI Wealth Advisors
Arizona
$336K
Chevy Chase Trust
853
Chevy Chase Trust
Maryland
$336K
KFA
854
Kelleher Financial Advisors
New York
$336K
PFM
855
Peak Financial Management
Massachusetts
$335K
WHCFA
856
William Howard & Co Financial Advisors
Tennessee
$335K
SPC
857
Sigma Planning Corp
Michigan
$334K
BRWM
858
Blue Rock Wealth Management
North Carolina
$334K
CFS
859
Coordinated Financial Services
Colorado
$326K
KWS
860
Keystone Wealth Services
California
$325K
CW
861
Curio Wealth
Maryland
$322K
RWB
862
RMR Wealth Builders
New Jersey
$321K
AFA
863
Allium Financial Advisors
Oregon
$316K
SWM
864
Selective Wealth Management
Virginia
$316K
MA
865
MCF Advisors
Kentucky
$315K
QWP
866
Quotient Wealth Partners
Texas
$315K
FIA
867
FPC Investment Advisory
California
$314K
CAI
868
Capital Advisors Inc
Oklahoma
$314K
CWM
869
Cahaba Wealth Management
Georgia
$314K
VHAM
870
Van Hulzen Asset Management
California
$313K
HBFP
871
Henderson Brothers Financial Partners
Pennsylvania
$313K
C1AG
872
Client 1st Advisory Group
Florida
$312K
FVIM
873
Fort Vancouver Investment Management
Washington
$311K
CSP
874
Cary Street Partners
Virginia
$310K
B
875
Birchbrook
Maine
$306K