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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
FCH
1026
Freestone Capital Holdings
Washington
$205K
EWM
1027
Evercore Wealth Management
New York
$205K
LWANC
1028
Laurel Wealth Advisors (North Carolina)
North Carolina
$204K
ML
1029
Mayport LLC
Massachusetts
$204K
DF
1030
Dunhill Financial
United Kingdom
$203K
SIMC
1031
Squire Investment Management Company
Utah
$202K
TF
1032
Trek Financial
Arizona
$202K
SAM
1033
Smartleaf Asset Management
Massachusetts
$198K
PCM
1034
Palouse Capital Management
Washington
$195K
BWL
1035
Bogart Wealth LLC
Virginia
$190K
BFPW
1036
BOK Financial Private Wealth
Colorado
$186K
BTI
1037
Blue Trust Inc
Georgia
$186K
GSEP
1038
Golden State Equity Partners
California
$185K
SWP
1039
Strategic Wealth Partners
Ohio
$185K
ECM
1040
Elgethun Capital Management
South Dakota
$184K
RCM
1041
Richardson Capital Management
Wisconsin
$183K
PB
1042
Pinnacle Bancorp
Nebraska
$180K
FPF
1043
First Pacific Financial
Washington
$179K
BH
1044
Burk Holdings
Oklahoma
$179K
PG
1045
Proffitt & Goodson
Tennessee
$168K
PWAM
1046
Private Wealth Asset Management
Iowa
$164K
PWA
1047
Portus Wealth Advisors
North Carolina
$155K
ACM
1048
Anfield Capital Management
California
$155K
KFI
1049
Key Financial Inc
Pennsylvania
$150K
DF
1050
DecisionPoint Financial
Arizona
$146K