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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
CA
1151
Crewe Advisors
Utah
$20.6K
TWM
1152
TopTier Wealth Management
Wisconsin
$20K
PP
1153
Pacifica Partners
Canada
$18.8K
EWM
1154
Evolution Wealth Management
Florida
$18.7K
SWA
1155
SOA Wealth Advisors
New York
$18.6K
KG
1156
Kilter Group
New York
$17.8K
PP
1157
PDS Planning
Ohio
$17.4K
FFC
1158
First Financial Corp
Indiana
$17.3K
GGI
1159
Godsey & Gibb Inc
Virginia
$17K
PFA
1160
Pillar Financial Advisors
Kentucky
$16.3K
MCRM
1161
Midway Capital Research & Management
Illinois
$15.2K
JFA
1162
JNBA Financial Advisors
Minnesota
$14.5K
AF
1163
Align Financial
Minnesota
$14.4K
SA
1164
Strategic Advocates
Utah
$13.6K
TCM
1165
Triumph Capital Management
Colorado
$13.6K
RF
1166
RetireMitten Financial
Michigan
$13.3K
WWMSC
1167
Wagner Wealth Management (South Carolina)
South Carolina
$12.5K
AAG
1168
Armstrong Advisory Group
Massachusetts
$11.9K
BIM
1169
Breakwater Investment Management
Washington
$11.7K
AWM
1170
Aberdeen Wealth Management
Illinois
$11.6K
MPWT
1171
MassMutual Private Wealth & Trust
Connecticut
$11.6K
AIC
1172
Archer Investment Corporation
Indiana
$11.4K
CMA
1173
Cedar Mountain Advisors
Oregon
$11.2K
TFG
1174
Team Financial Group
California
$11K
ANBT
1175
American National Bank & Trust
Texas
$10.6K