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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
WSFS
1051
Wilmington Savings Fund Society
Delaware
$145K
MAFA
1052
MJT & Associates Financial Advisory
Minnesota
$145K
TIM
1053
Thompson Investment Management
Wisconsin
$141K
HIA
1054
Harbor Investment Advisory
Maryland
$139K
AW
1055
Avion Wealth
Texas
$134K
RMP
1056
Richards, Merrill & Peterson
Washington
$132K
HC
1057
Hurley Capital
New York
$131K
B
1058
Bayban
Minnesota
$128K
SMA
1059
Sage Mountain Advisors
Georgia
$128K
FMII
1060
Farmers & Merchants Investments Inc
Nebraska
$125K
CFP
1061
Comprehensive Financial Planning
Pennsylvania
$124K
BONH
1062
Bank of New Hampshire
New Hampshire
$121K
RDFA
1063
Ritter Daniher Financial Advisory
Ohio
$121K
BL
1064
BFSG LLC
California
$111K
GKIM
1065
GW&K Investment Management
Massachusetts
$107K
CT
1066
Caldwell Trust
Florida
$107K
ST
1067
Smithfield Trust
Pennsylvania
$106K
CIAS
1068
Capital Investment Advisory Services
North Carolina
$104K
FCT
1069
First Community Trust
Iowa
$102K
CT
1070
Clearstead Trust
Maine
$101K
UB
1071
UMB Bank
Missouri
$100K
ME
1072
McIlrath & Eck
Washington
$98.4K
NIA
1073
NBZ Investment Advisors
Tennessee
$97.9K
KA
1074
Kozak & Associates
Colorado
$96.7K
BIAS
1075
Beacon Investment Advisory Services
New Jersey
$95.7K