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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
MWM
926
MBE Wealth Management
Wisconsin
$266K
PAM
927
Palisade Asset Management
Minnesota
$266K
EWA
928
Emergent Wealth Advisors
New York
$265K
FCC
929
Flower City Capital
New York
$265K
CWA
930
Crusonia Wealth Advisors
Colorado
$264K
GAM
931
Gotham Asset Management
New York
$262K
SFS
932
Sowell Financial Services
Arkansas
$262K
LPT
933
Legacy Private Trust
Wisconsin
$258K
AWMT
934
AAFMAA Wealth Management & Trust
North Carolina
$257K
RF
935
Robbins Farley
New Hampshire
$257K
SI
936
Seeds Investor
New York
$257K
HPA
937
High Probability Advisors
New York
$257K
GWCM
938
Godshalk Welsh Capital Management
Pennsylvania
$256K
MFA
939
Mayflower Financial Advisors
Massachusetts
$253K
CICC
940
Capital Investment Counsel (Colorado)
Colorado
$253K
W
941
Wealthquest
Ohio
$253K
FC
942
Fusion Capital
South Carolina
$251K
CIA
943
Cascade Investment Advisors
Oregon
$251K
EPAM
944
Evelyn Partners Asset Management
$249K
JPWM
945
Jamison Private Wealth Management
Georgia
$248K
RWM
946
Revisor Wealth Management
Ohio
$248K
BBHC
947
Brown Brothers Harriman & Co
New York
$248K
CIA
948
Compass Ion Advisors
Pennsylvania
$247K
2L
949
25 LLC
Missouri
$247K
LCC
950
Lincoln Capital Corp
Rhode Island
$247K