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Schwab U.S Small- Cap ETF

1,236 hedge funds and large institutions have $7.17B invested in Schwab U.S Small- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 470 increasing their positions, 476 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: 470 | Existing positions reduced: 476

1.27% less ownership

Funds ownership: 37.47%36.19% (-1.3%)

Holders
1,236
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
AWM
1126
Angeles Wealth Management
California
$32.2K
IAIM
1127
International Assets Investment Management
Florida
$32K
TF
1128
Tompkins Financial
New York
$31.5K
SL
1129
Salomon & Ludwin
Virginia
$31.2K
JFG
1130
JDM Financial Group
Texas
$31.1K
HPIA
1131
Hamilton Point Investment Advisors
North Carolina
$30.9K
GI
1132
GAMMA Investing
California
$30.8K
AEPWM
1133
Atlantic Edge Private Wealth Management
Florida
$29.1K
BAM
1134
Bellevue Asset Management
Washington
$28.3K
HPC
1135
HM Payson & Co
Maine
$26.8K
ICM
1136
Islay Capital Management
Texas
$26.2K
TFGT
1137
TS Financial Group (TSFG)
Illinois
$24K
PP
1138
PFS Partners
New Jersey
$23.8K
GWS
1139
Glassman Wealth Services
Virginia
$23.5K
CPA
1140
Cardiff Park Advisors
California
$23.3K
KFGG
1141
Keystone Financial Group (Georgia)
Georgia
$22.9K
RF
1142
Roxbury Financial
New Jersey
$22.4K
KFP
1143
Kerr Financial Planning
California
$22.4K
WPA
1144
Wealth Preservation Advisors
Tennessee
$22.2K
VWA
1145
Valued Wealth Advisors
Utah
$22.1K
GJIA
1146
Glass Jacobson Investment Advisors
Maryland
$21.2K
CA
1147
Crewe Advisors
Utah
$20.6K
TWM
1148
TopTier Wealth Management
Wisconsin
$20K
PP
1149
Pacifica Partners
Canada
$18.8K
EWM
1150
Evolution Wealth Management
Florida
$18.7K