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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
HC
1051
Hurley Capital
New York
$131K
B
1052
Bayban
Minnesota
$128K
SMA
1053
Sage Mountain Advisors
Georgia
$128K
FMII
1054
Farmers & Merchants Investments Inc
Nebraska
$125K
CFP
1055
Comprehensive Financial Planning
Pennsylvania
$124K
BONH
1056
Bank of New Hampshire
New Hampshire
$121K
RDFA
1057
Ritter Daniher Financial Advisory
Ohio
$121K
BL
1058
BFSG LLC
California
$111K
GKIM
1059
GW&K Investment Management
Massachusetts
$107K
CT
1060
Caldwell Trust
Florida
$107K
ST
1061
Smithfield Trust
Pennsylvania
$106K
CIAS
1062
Capital Investment Advisory Services
North Carolina
$104K
FCT
1063
First Community Trust
Iowa
$102K
CT
1064
Clearstead Trust
Maine
$101K
UB
1065
UMB Bank
Missouri
$100K
ME
1066
McIlrath & Eck
Washington
$98.4K
NIA
1067
NBZ Investment Advisors
Tennessee
$97.9K
KA
1068
Kozak & Associates
Colorado
$96.7K
BIAS
1069
Beacon Investment Advisory Services
New Jersey
$95.7K
WA
1070
Whipplewood Advisors
Colorado
$95.6K
TFM
1071
TFC Financial Management
Massachusetts
$94.4K
M
1072
MOTCO
Texas
$92.2K
MJRIC
1073
Mogy Joel R Investment Counsel
California
$91K
CTC
1074
Central Trust Company
Missouri
$87.2K
NEWAS
1075
N.E.W. Advisory Services
Wisconsin
$87.2K