SCHA icon

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
FG
1076
Fairman Group
Pennsylvania
$87.1K
SIC
1077
SJS Investment Consulting
Ohio
$85.8K
WIM
1078
Westside Investment Management
California
$85.7K
CIM
1079
Contravisory Investment Management
Massachusetts
$83.5K
OA
1080
Operose Advisors
Wisconsin
$82.9K
SGFG
1081
Silver Grove Financial Group
New York
$82.9K
SIM
1082
Synergy Investment Management
Florida
$80.5K
HIC
1083
Hamrick Investment Counsel
Washington
$79.7K
VCM
1084
Versant Capital Management
Arizona
$77.9K
BC
1085
Barrett & Company
Rhode Island
$77.4K
PK
1086
Pflug Koory
Nebraska
$77.1K
SWM
1087
SHP Wealth Management
Massachusetts
$71.7K
CFG
1088
Chapman Financial Group
Hawaii
$70.3K
W
1089
WealthCollab
Washington
$68K
GCM
1090
Gables Capital Management
Florida
$67.6K
CFB
1091
Cullen/Frost Bankers
Texas
$67.2K
SAP
1092
Strategic Advisory Partners
North Carolina
$67.2K
LWM
1093
Lodestone Wealth Management
Washington
$66.4K
DWA
1094
Delos Wealth Advisors
Texas
$64.1K
HAP
1095
Harbor Asset Planning
Massachusetts
$63.6K
CAM
1096
Costello Asset Management
Pennsylvania
$63.5K
FF
1097
Frankly Finances
Florida
$63K
BDPWM
1098
Barnes Dennig Private Wealth Management
Ohio
$62.5K
Franklin Resources
1099
Franklin Resources
California
$60.4K
GFA
1100
Godfrey Financial Associates
New York
$60.2K