We are live on ! Find out more
SCHA icon

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
HCMT
951
Highland Capital Management (Tennessee)
Tennessee
$247K
HWM
952
Horizons Wealth Management
North Carolina
$245K
GPWM
953
Grant Private Wealth Management
California
$245K
AT
954
American Trust
Kentucky
$244K
HNB
955
Huntington National Bank
Ohio
$244K
CGFA
956
Colton Groome Financial Advisors
North Carolina
$242K
SSCA
957
South Shore Capital Advisors
Massachusetts
$241K
GKWIM
958
Gerber Kawasaki Wealth & Investment Management
California
$240K
CAM
959
Clark Asset Management
New Hampshire
$239K
TWM
960
Triton Wealth Management
Arizona
$239K
CWM
961
CCG Wealth Management
California
$239K
KeyBank National Association
962
KeyBank National Association
Ohio
$238K
BIM
963
Baldwin Investment Management
Pennsylvania
$237K
BFO
964
Biltmore Family Office
North Carolina
$237K
PPF
965
Pacific Park Financial
California
$236K
ZIM
966
Zacks Investment Management
Illinois
$235K
NA
967
Nottingham Advisors
New York
$235K
GBFP
968
Golden Bell Financial Planning
Georgia
$234K
FW
969
Fairway Wealth
Ohio
$234K
MCM
970
Mitchell Capital Management
Kansas
$233K
AV
971
Aspiring Ventures
Ohio
$232K
SAM
972
Stembrook Asset Management
New Jersey
$232K
WA
973
WPG Advisers
Maryland
$231K
HWM
974
Heirloom Wealth Management
Colorado
$231K
PMG
975
Private Management Group
California
$230K