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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
HAP
1101
Harbor Asset Planning
Massachusetts
$63.6K
CAM
1102
Costello Asset Management
Pennsylvania
$63.5K
FF
1103
Frankly Finances
Florida
$63K
BDPWM
1104
Barnes Dennig Private Wealth Management
Ohio
$62.5K
Franklin Resources
1105
Franklin Resources
California
$60.4K
GFA
1106
Godfrey Financial Associates
New York
$60.2K
EA
1107
Evolution Advisers
Virginia
$60K
CTWM
1108
Cherry Tree Wealth Management
Minnesota
$59.9K
BCM
1109
Blume Capital Management
California
$59.1K
AWM
1110
Activest Wealth Management
Florida
$56.6K
PS
1111
Pinney & Scofield
Massachusetts
$56.2K
TWIM
1112
TIAA Wealth Investment Management
New York
$54.8K
BCMIO
1113
Beacon Capital Management Inc (Ohio)
Ohio
$54.6K
FCAS
1114
First Command Advisory Services
Texas
$54.4K
CCWM
1115
Cassaday & Co Wealth Management
Virginia
$48.7K
SC
1116
SouthState Corp
Florida
$47.7K
AP
1117
Aspect Partners
Virginia
$46.5K
BW
1118
Basepoint Wealth
Iowa
$46.3K
SIS
1119
Sound Income Strategies
Florida
$46.3K
SGK
1120
Steigerwald Gordon & Koch
Virginia
$44.4K
KCM
1121
Key Capital Management
Tennessee
$44.2K
Bessemer Group
1122
Bessemer Group
New Jersey
$44K
OHWP
1123
Oak Harbor Wealth Partners
North Carolina
$41.2K
AA
1124
Addison Advisors
Vermont
$40.6K
FHC
1125
First Horizon Corporation
Tennessee
$40.5K