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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
ATC
1126
Adirondack Trust Company
New York
$40.1K
KFAS
1127
Keating Financial Advisory Services
Kansas
$38.3K
HFS
1128
Hantz Financial Services
Michigan
$37K
OCM
1129
Osbon Capital Management
Massachusetts
$36.6K
HHCP
1130
Hilton Head Capital Partners
South Carolina
$35.1K
MFA
1131
Morling Financial Advisors
California
$34.9K
HI
1132
Hoey Investments
Pennsylvania
$34.5K
CNBT
1133
Cornerstone National Bank & Trust
Illinois
$34.3K
MSG
1134
Main Street Group
Virginia
$33.1K
SWP
1135
SIMA Wealth Partners
Virginia
$32.5K
AWM
1136
Angeles Wealth Management
California
$32.2K
IAIM
1137
International Assets Investment Management
Florida
$32K
TF
1138
Tompkins Financial
New York
$31.5K
SL
1139
Salomon & Ludwin
Virginia
$31.2K
JFG
1140
JDM Financial Group
Texas
$31.1K
HPIA
1141
Hamilton Point Investment Advisors
North Carolina
$30.9K
GI
1142
GAMMA Investing
California
$30.8K
AEPWM
1143
Atlantic Edge Private Wealth Management
Florida
$29.1K
BAM
1144
Bellevue Asset Management
Washington
$28.3K
HPC
1145
HM Payson & Co
Maine
$26.8K
ICM
1146
Islay Capital Management
Texas
$26.2K
TFGT
1147
TS Financial Group (TSFG)
Illinois
$24K
PP
1148
PFS Partners
New Jersey
$23.8K
GWS
1149
Glassman Wealth Services
Virginia
$23.5K
CPA
1150
Cardiff Park Advisors
California
$23.3K