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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
TCM
1176
TD Capital Management
Tennessee
$8.31K
BLC
1177
Brown, Lisle/Cummings
Rhode Island
$8.14K
MSFP
1178
Mark Sheptoff Financial Planning
Connecticut
$8.12K
NG
1179
NWK Group
California
$8.08K
CSPIA
1180
Cary Street Partners Investment Advisory
Virginia
$7.59K
CCMI
1181
Creative Capital Management Investments
California
$7.53K
MWM
1182
Magnolia Wealth Management
Alabama
$7.27K
FFA
1183
Frazier Financial Advisors
Ohio
$6.78K
MPW
1184
MASECO Private Wealth
$6.46K
VR
1185
Vision Retirement
New Jersey
$6.4K
CT
1186
Colonial Trust
South Carolina
$6.17K
FP
1187
Financial Perspectives
Minnesota
$5.9K
IBOK
1188
Independence Bank of Kentucky
Kentucky
$5.82K
NWMP
1189
Noble Wealth Management PBC
Colorado
$5.82K
TCOT
1190
Trust Company of Toledo
Ohio
$5.7K
AFG
1191
Albion Financial Group
Utah
$5.29K
AA
1192
Atmos Advisory
Pennsylvania
$5.26K
WA
1193
Walsh & Associates
Florida
$5K
DAM
1194
Delta Asset Management
Tennessee
$4.94K
PCA
1195
Providence Capital Advisors
North Carolina
$4.65K
CSB
1196
City State Bank
Iowa
$4.36K
PIP
1197
Peachtree Investment Partners
Florida
$4.36K
DPW
1198
DiNuzzo Private Wealth
Pennsylvania
$3.98K
BF
1199
BOK Financial
Oklahoma
$3.43K
GWS
1200
Greykasell Wealth Strategies
California
$3.37K