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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
EA
1101
Evolution Advisers
Virginia
$60K
CTWM
1102
Cherry Tree Wealth Management
Minnesota
$59.9K
BCM
1103
Blume Capital Management
California
$59.1K
AWM
1104
Activest Wealth Management
Florida
$56.6K
PS
1105
Pinney & Scofield
Massachusetts
$56.2K
TWIM
1106
TIAA Wealth Investment Management
New York
$54.8K
BCMIO
1107
Beacon Capital Management Inc (Ohio)
Ohio
$54.6K
FCAS
1108
First Command Advisory Services
Texas
$54.4K
CCWM
1109
Cassaday & Co Wealth Management
Virginia
$48.7K
SC
1110
SouthState Corp
Florida
$47.7K
AP
1111
Aspect Partners
Virginia
$46.5K
BW
1112
Basepoint Wealth
Iowa
$46.3K
SIS
1113
Sound Income Strategies
Florida
$46.3K
SGK
1114
Steigerwald Gordon & Koch
Virginia
$44.4K
KCM
1115
Key Capital Management
Tennessee
$44.2K
Bessemer Group
1116
Bessemer Group
New Jersey
$44K
OHWP
1117
Oak Harbor Wealth Partners
North Carolina
$41.2K
AA
1118
Addison Advisors
Vermont
$40.6K
FHC
1119
First Horizon Corporation
Tennessee
$40.5K
ATC
1120
Adirondack Trust Company
New York
$40.1K
KFAS
1121
Keating Financial Advisory Services
Kansas
$38.3K
HFS
1122
Hantz Financial Services
Michigan
$37K
OCM
1123
Osbon Capital Management
Massachusetts
$36.6K
HHCP
1124
Hilton Head Capital Partners
South Carolina
$35.1K
MFA
1125
Morling Financial Advisors
California
$34.9K