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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
BIM
1176
Breakwater Investment Management
Washington
$11.7K
AWM
1177
Aberdeen Wealth Management
Illinois
$11.6K
MPWT
1178
MassMutual Private Wealth & Trust
Connecticut
$11.6K
AIC
1179
Archer Investment Corporation
Indiana
$11.4K
CMA
1180
Cedar Mountain Advisors
Oregon
$11.2K
TFG
1181
Team Financial Group
California
$11K
ANBT
1182
American National Bank & Trust
Texas
$10.6K
HCM
1183
Horrell Capital Management
Arkansas
$10.2K
OCM
1184
Orion Capital Management
California
$10.1K
PCG
1185
PFC Capital Group
California
$10K
TCA
1186
Trifecta Capital Advisors
Illinois
$9.49K
TCM
1187
TD Capital Management
Tennessee
$8.31K
BLC
1188
Brown, Lisle/Cummings
Rhode Island
$8.14K
MSFP
1189
Mark Sheptoff Financial Planning
Connecticut
$8.12K
NG
1190
NWK Group
California
$8.08K
CSPIA
1191
Cary Street Partners Investment Advisory
Virginia
$7.59K
CCMI
1192
Creative Capital Management Investments
California
$7.53K
MWM
1193
Magnolia Wealth Management
Alabama
$7.27K
FFA
1194
Frazier Financial Advisors
Ohio
$6.78K
MPW
1195
MASECO Private Wealth
$6.46K
VR
1196
Vision Retirement
New Jersey
$6.4K
CT
1197
Colonial Trust
South Carolina
$6.17K
FP
1198
Financial Perspectives
Minnesota
$5.9K
IBOK
1199
Independence Bank of Kentucky
Kentucky
$5.82K
NWMP
1200
Noble Wealth Management PBC
Colorado
$5.82K