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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
KFGG
1151
Keystone Financial Group (Georgia)
Georgia
$22.9K
RF
1152
Roxbury Financial
New Jersey
$22.4K
KFP
1153
Kerr Financial Planning
California
$22.4K
WPA
1154
Wealth Preservation Advisors
Tennessee
$22.2K
VWA
1155
Valued Wealth Advisors
Utah
$22.1K
GJIA
1156
Glass Jacobson Investment Advisors
Maryland
$21.2K
CA
1157
Crewe Advisors
Utah
$20.6K
TWM
1158
TopTier Wealth Management
Wisconsin
$20K
PP
1159
Pacifica Partners
Canada
$18.8K
EWM
1160
Evolution Wealth Management
Florida
$18.7K
SWA
1161
SOA Wealth Advisors
New York
$18.6K
KG
1162
Kilter Group
New York
$17.8K
PP
1163
PDS Planning
Ohio
$17.4K
FFC
1164
First Financial Corp
Indiana
$17.3K
GGI
1165
Godsey & Gibb Inc
Virginia
$17K
PFA
1166
Pillar Financial Advisors
Kentucky
$16.3K
BWA
1167
Basecamp Wealth Advisors
Washington
$15.4K
MCRM
1168
Midway Capital Research & Management
Illinois
$15.2K
JFA
1169
JNBA Financial Advisors
Minnesota
$14.5K
AF
1170
Align Financial
Minnesota
$14.4K
SA
1171
Strategic Advocates
Utah
$13.6K
TCM
1172
Triumph Capital Management
Colorado
$13.6K
RF
1173
RetireMitten Financial
Michigan
$13.3K
WWMSC
1174
Wagner Wealth Management (South Carolina)
South Carolina
$12.5K
AAG
1175
Armstrong Advisory Group
Massachusetts
$11.9K