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
HI
1126
Hoey Investments
Pennsylvania
$34.5K
CNBT
1127
Cornerstone National Bank & Trust
Illinois
$34.3K
MSG
1128
Main Street Group
Virginia
$33.1K
SWP
1129
SIMA Wealth Partners
Virginia
$32.5K
AWM
1130
Angeles Wealth Management
California
$32.2K
IAIM
1131
International Assets Investment Management
Florida
$32K
TF
1132
Tompkins Financial
New York
$31.5K
SL
1133
Salomon & Ludwin
Virginia
$31.2K
JFG
1134
JDM Financial Group
Texas
$31.1K
HPIA
1135
Hamilton Point Investment Advisors
North Carolina
$30.9K
GI
1136
GAMMA Investing
California
$30.8K
AEPWM
1137
Atlantic Edge Private Wealth Management
Florida
$29.1K
BAM
1138
Bellevue Asset Management
Washington
$28.3K
HPC
1139
HM Payson & Co
Maine
$26.8K
ICM
1140
Islay Capital Management
Texas
$26.2K
TFGT
1141
TS Financial Group (TSFG)
Illinois
$24K
PP
1142
PFS Partners
New Jersey
$23.8K
GWS
1143
Glassman Wealth Services
Virginia
$23.5K
CPA
1144
Cardiff Park Advisors
California
$23.3K
KFGG
1145
Keystone Financial Group (Georgia)
Georgia
$22.9K
RF
1146
Roxbury Financial
New Jersey
$22.4K
KFP
1147
Kerr Financial Planning
California
$22.4K
WPA
1148
Wealth Preservation Advisors
Tennessee
$22.2K
VWA
1149
Valued Wealth Advisors
Utah
$22.1K
GJIA
1150
Glass Jacobson Investment Advisors
Maryland
$21.2K