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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
HCM
1176
Horrell Capital Management
Arkansas
$10.2K
OCM
1177
Orion Capital Management
California
$10.1K
PCG
1178
PFC Capital Group
California
$10K
TCA
1179
Trifecta Capital Advisors
Illinois
$9.49K
TCM
1180
TD Capital Management
Tennessee
$8.31K
BLC
1181
Brown, Lisle/Cummings
Rhode Island
$8.14K
MSFP
1182
Mark Sheptoff Financial Planning
Connecticut
$8.12K
NG
1183
NWK Group
California
$8.08K
CSPIA
1184
Cary Street Partners Investment Advisory
Virginia
$7.59K
CCMI
1185
Creative Capital Management Investments
California
$7.53K
MWM
1186
Magnolia Wealth Management
Alabama
$7.27K
FFA
1187
Frazier Financial Advisors
Ohio
$6.78K
MPW
1188
MASECO Private Wealth
$6.46K
VR
1189
Vision Retirement
New Jersey
$6.4K
CT
1190
Colonial Trust
South Carolina
$6.17K
FP
1191
Financial Perspectives
Minnesota
$5.9K
IBOK
1192
Independence Bank of Kentucky
Kentucky
$5.82K
NWMP
1193
Noble Wealth Management PBC
Colorado
$5.82K
TCOT
1194
Trust Company of Toledo
Ohio
$5.7K
AFG
1195
Albion Financial Group
Utah
$5.29K
AA
1196
Atmos Advisory
Pennsylvania
$5.26K
WA
1197
Walsh & Associates
Florida
$5K
DAM
1198
Delta Asset Management
Tennessee
$4.94K
PCA
1199
Providence Capital Advisors
North Carolina
$4.65K
CSB
1200
City State Bank
Iowa
$4.36K