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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
BIG
876
Brooklyn Investment Group
New York
$305K
PWA
877
Physician Wealth Advisors
Utah
$303K
DAS
878
Daybright Advisory Services
Florida
$303K
MWP
879
Madison Wealth Partners
Wisconsin
$302K
KA
880
KLCM Advisors
Wisconsin
$301K
FMN
881
Financial Management Network
California
$300K
SC
882
Sapient Capital
Indiana
$297K
QCM
883
QRG Capital Management
Illinois
$296K
LA
884
LexAurum Advisors
Kansas
$296K
LNWTC
885
Laird Norton Wetherby Trust Company
Washington
$295K
JFGLC
886
Johnson Financial Group LLC (Colorado)
Colorado
$295K
APA
887
Astoria Portfolio Advisors
New York
$294K
SWM
888
Spire Wealth Management
Virginia
$293K
MAG
889
Mayfair Advisory Group
Alabama
$290K
AUB
890
Atlantic Union Bankshares
Virginia
$289K
BEW
891
Burton Enright Welch
California
$288K
PWM
892
Parkshore Wealth Management
California
$287K
RPA
893
Rock Point Advisors
Vermont
$286K
OFA
894
Orographic Financial Advisors
Colorado
$286K
CSI
895
Cross Staff Investments
New York
$284K
VWM
896
Vermillion Wealth Management
Minnesota
$284K
GSWM
897
Golden State Wealth Management
California
$284K
FL
898
FreeGulliver LLC
Louisiana
$283K
CGA
899
Crescent Grove Advisors
Illinois
$283K
EFG
900
Everest Financial Group
Minnesota
$282K