We are live on ! Find out more
SCHA icon

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
WA
1076
Whipplewood Advisors
Colorado
$95.6K
TFM
1077
TFC Financial Management
Massachusetts
$94.4K
M
1078
MOTCO
Texas
$92.2K
MJRIC
1079
Mogy Joel R Investment Counsel
California
$91K
CTC
1080
Central Trust Company
Missouri
$87.2K
NEWAS
1081
N.E.W. Advisory Services
Wisconsin
$87.2K
FG
1082
Fairman Group
Pennsylvania
$87.1K
SIC
1083
SJS Investment Consulting
Ohio
$85.8K
WIM
1084
Westside Investment Management
California
$85.7K
CIM
1085
Contravisory Investment Management
Massachusetts
$83.5K
OA
1086
Operose Advisors
Wisconsin
$82.9K
SGFG
1087
Silver Grove Financial Group
New York
$82.9K
SIM
1088
Synergy Investment Management
Florida
$80.5K
HIC
1089
Hamrick Investment Counsel
Washington
$79.7K
VCM
1090
Versant Capital Management
Arizona
$77.9K
BC
1091
Barrett & Company
Rhode Island
$77.4K
PK
1092
Pflug Koory
Nebraska
$77.1K
SWM
1093
SHP Wealth Management
Massachusetts
$71.7K
CFG
1094
Chapman Financial Group
Hawaii
$70.3K
W
1095
WealthCollab
Washington
$68K
GCM
1096
Gables Capital Management
Florida
$67.6K
CFB
1097
Cullen/Frost Bankers
Texas
$67.2K
SAP
1098
Strategic Advisory Partners
North Carolina
$67.2K
LWM
1099
Lodestone Wealth Management
Washington
$66.4K
DWA
1100
Delos Wealth Advisors
Texas
$64.1K