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Schwab U.S Small- Cap ETF

1,236 hedge funds and large institutions have $7.17B invested in Schwab U.S Small- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 470 increasing their positions, 476 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: 470 | Existing positions reduced: 476

1.27% less ownership

Funds ownership: 37.47%36.19% (-1.3%)

Holders
1,236
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
RWM
76
RKL Wealth Management
Pennsylvania
$14.1M
IAS
77
IMA Advisory Services
Colorado
$14.1M
SLT
78
St Louis Trust
Missouri
$13.8M
HWA
79
HHM Wealth Advisors
Tennessee
$13.5M
MCM
80
MAI Capital Management
Ohio
$13.4M
NSAM
81
North Star Asset Management
Wisconsin
$13.4M
MTIC
82
Missouri Trust & Investment Company
Missouri
$13.1M
SJIM
83
St. Johns Investment Management
Florida
$12.9M
AP
84
Appleton Partners
Massachusetts
$12.8M
Lido Advisors
85
Lido Advisors
California
$12.6M
EWM
86
Empirical Wealth Management
Washington
$12.5M
CKAIS
87
Christensen King & Associates Investment Services
Washington
$12.1M
FFN
88
Focus Financial Network
Minnesota
$12M
US Bancorp
89
US Bancorp
Minnesota
$11.9M
WA
90
Waverly Advisors
Alabama
$11.9M
TWM
91
Tradition Wealth Management
Minnesota
$11.8M
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$11.6M
TPW
93
Tiller Private Wealth
Pennsylvania
$11.5M
LFS
94
Lutz Financial Services
Nebraska
$11.5M
OIA
95
OneDigital Investment Advisors
Kansas
$11.5M
SWA
96
Sightline Wealth Advisors
Connecticut
$11.4M
EL
97
Essex LLC
Illinois
$11.4M
AFA
98
American Financial Advisors
Georgia
$11.3M
MML Investors Services
99
MML Investors Services
Massachusetts
$11M
Fidelity Investments
100
Fidelity Investments
Massachusetts
$11M