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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
SWA
1151
SOA Wealth Advisors
New York
$18.6K
KG
1152
Kilter Group
New York
$17.8K
PP
1153
PDS Planning
Ohio
$17.4K
FFC
1154
First Financial Corp
Indiana
$17.3K
GGI
1155
Godsey & Gibb Inc
Virginia
$17K
PFA
1156
Pillar Financial Advisors
Kentucky
$16.3K
MCRM
1157
Midway Capital Research & Management
Illinois
$15.2K
JFA
1158
JNBA Financial Advisors
Minnesota
$14.5K
AF
1159
Align Financial
Minnesota
$14.4K
SA
1160
Strategic Advocates
Utah
$13.6K
TCM
1161
Triumph Capital Management
Colorado
$13.6K
RF
1162
RetireMitten Financial
Michigan
$13.3K
WWMSC
1163
Wagner Wealth Management (South Carolina)
South Carolina
$12.5K
AAG
1164
Armstrong Advisory Group
Massachusetts
$11.9K
BIM
1165
Breakwater Investment Management
Washington
$11.7K
AWM
1166
Aberdeen Wealth Management
Illinois
$11.6K
MPWT
1167
MassMutual Private Wealth & Trust
Connecticut
$11.6K
AIC
1168
Archer Investment Corporation
Indiana
$11.4K
CMA
1169
Cedar Mountain Advisors
Oregon
$11.2K
TFG
1170
Team Financial Group
California
$11K
ANBT
1171
American National Bank & Trust
Texas
$10.6K
HCM
1172
Horrell Capital Management
Arkansas
$10.2K
OCM
1173
Orion Capital Management
California
$10.1K
PCG
1174
PFC Capital Group
California
$10K
TCA
1175
Trifecta Capital Advisors
Illinois
$9.49K