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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
MNA
976
Manning & Napier Advisors
New York
$230K
RIA
977
Regal Investment Advisors
Michigan
$230K
GWM
978
GSB Wealth Management
Connecticut
$229K
SFS
979
Strategic Financial Services
New York
$229K
HFP
980
Holistic Financial Partners
Indiana
$228K
AWP
981
Astra Wealth Partners
New Jersey
$228K
ACM
982
Appalachian Capital Management
Ohio
$228K
SQA
983
Simon Quick Advisors
New Jersey
$227K
CWA
984
Continuum Wealth Advisors
New York
$226K
SG
985
StoneX Group
New York
$226K
AA
986
Ancora Advisors
Ohio
$225K
ACA
987
Affinity Capital Advisors
California
$225K
NSIM
988
North Star Investment Management
Illinois
$225K
AFP
989
ATLas Financial Planning
Georgia
$224K
AL
990
ADE LLC
Maryland
$224K
WAS
991
Westco Advisory Services
New York
$223K
PMFA
992
Plante Moran Financial Advisors
Michigan
$223K
HCWM
993
Hidden Cove Wealth Management
Washington
$222K
BHWM
994
Beaird Harris Wealth Management
Texas
$222K
AA
995
Alesco Advisors
New York
$222K
IPA
996
Investment Planning Advisors
Georgia
$222K
DPI
997
Diversified Portfolios Inc
Michigan
$222K
AssetMark Inc
998
AssetMark Inc
California
$221K
TSW
999
Thompson Siegel & Walmsley
Virginia
$221K
PIM
1000
Penobscot Investment Management
Massachusetts
$221K