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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
AF
1001
Apollon Financial
South Carolina
$221K
UFA
1002
Unify Financial Advisors
Florida
$220K
HIM
1003
Harbour Investment Management
Washington
$219K
ESB
1004
Essex Savings Bank
Connecticut
$219K
FBC
1005
Fairfield, Bush & Co
Connecticut
$219K
VA
1006
Vident Advisory
Georgia
$218K
OWP
1007
Obermeyer Wealth Partners
Colorado
$217K
OAP
1008
One Advisory Partners
Kansas
$216K
CWA
1009
Clarity Wealth Advisors
California
$216K
TWM
1010
Topsail Wealth Management
North Carolina
$215K
IA
1011
Integrity Alliance
Iowa
$215K
PWM
1012
PTM Wealth Management
United States
$215K
SWA
1013
Sax Wealth Advisors
New Jersey
$214K
BCM
1014
Becker Capital Management
Oregon
$213K
RIL
1015
Rothschild Investment LLC
Illinois
$213K
KWM
1016
KMT Wealth Management
California
$213K
TIM
1017
Total Investment Management
Arizona
$212K
CWM
1018
Cabot Wealth Management
Massachusetts
$212K
WAM
1019
Worth Asset Management
Texas
$210K
OCM
1020
One Capital Management
California
$210K
GWAM
1021
Guardian Wealth Advisors (Minnesota)
Minnesota
$208K
BFM
1022
Broadview Financial Management
Wisconsin
$208K
AIMC
1023
Alley Investment Management Company
Illinois
$207K
NEPWA
1024
New England Private Wealth Advisors
Massachusetts
$206K
AA
1025
Apriem Advisors
California
$205K