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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
MCM
901
Mainstay Capital Management
Michigan
$282K
JIC
902
Joel Isaacson & Co
New York
$282K
BIG
903
Builder Investment Group
Georgia
$282K
CPA
904
Cathy Pareto & Associates
Florida
$281K
VNT
905
Vanguard National Trust
Pennsylvania
$280K
PCMC
906
Paragon Capital Management (Colorado)
Colorado
$280K
FFA
907
First Foundation Advisors
California
$279K
LI
908
Lafayette Investments
Maryland
$279K
CA
909
Capital Advantage
California
$278K
BWP
910
BSW Wealth Partners
Colorado
$278K
S
911
Sachetta
Massachusetts
$278K
CWM
912
Castle Wealth Management
Florida
$277K
PPWM
913
Perissos Private Wealth Management
Oklahoma
$277K
SHA
914
Seneca House Advisors
Virginia
$276K
AW
915
Alteri Wealth
California
$275K
BC
916
Barnett & Company
Tennessee
$274K
RIS
917
Retirement Income Solutions
Michigan
$273K
SAM
918
Sawgrass Asset Management
Florida
$272K
WI
919
Wedgewood Investors
Pennsylvania
$272K
FCM
920
Flagship Capital Management
Pennsylvania
$270K
SFO
921
Stokes Family Office
Louisiana
$270K
VC
922
Veery Capital
Delaware
$268K
CAG
923
Crestwood Advisors Group
Massachusetts
$268K
PTCG
924
Pring Turner Capital Group
California
$267K
FC
925
FCA Corp
Texas
$267K