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Schwab U.S Small- Cap ETF

1,240 hedge funds and large institutions have $7.19B invested in Schwab U.S Small- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 473 increasing their positions, 478 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: 473 | Existing positions reduced: 478

1.22% less ownership

Funds ownership: 37.48%36.26% (-1.2%)

Holders
1,240
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
NA
1026
NewEdge Advisors
Louisiana
$199K
SAM
1027
Smartleaf Asset Management
Massachusetts
$198K
PCM
1028
Palouse Capital Management
Washington
$195K
BWL
1029
Bogart Wealth LLC
Virginia
$190K
BFPW
1030
BOK Financial Private Wealth
Colorado
$186K
BTI
1031
Blue Trust Inc
Georgia
$186K
GSEP
1032
Golden State Equity Partners
California
$185K
SWP
1033
Strategic Wealth Partners
Ohio
$185K
ECM
1034
Elgethun Capital Management
South Dakota
$184K
RCM
1035
Richardson Capital Management
Wisconsin
$183K
PB
1036
Pinnacle Bancorp
Nebraska
$180K
FPF
1037
First Pacific Financial
Washington
$179K
BH
1038
Burk Holdings
Oklahoma
$179K
PG
1039
Proffitt & Goodson
Tennessee
$168K
PWAM
1040
Private Wealth Asset Management
Iowa
$164K
PWA
1041
Portus Wealth Advisors
North Carolina
$155K
ACM
1042
Anfield Capital Management
California
$155K
KFI
1043
Key Financial Inc
Pennsylvania
$150K
DF
1044
DecisionPoint Financial
Arizona
$146K
WSFS
1045
Wilmington Savings Fund Society
Delaware
$145K
MAFA
1046
MJT & Associates Financial Advisory
Minnesota
$145K
TIM
1047
Thompson Investment Management
Wisconsin
$141K
HIA
1048
Harbor Investment Advisory
Maryland
$139K
AW
1049
Avion Wealth
Texas
$134K
RMP
1050
Richards, Merrill & Peterson
Washington
$132K