SCHA icon

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
PIP
1201
Peachtree Investment Partners
Florida
$4.36K
DPW
1202
DiNuzzo Private Wealth
Pennsylvania
$3.98K
BF
1203
BOK Financial
Oklahoma
$3.43K
GWS
1204
Greykasell Wealth Strategies
California
$3.37K
PB
1205
Prosperity Bancshares
Texas
$3.02K
SFG
1206
Strive Financial Group
Indiana
$3K
FFA
1207
Founders Financial Alliance
North Carolina
$2.97K
WWM
1208
Wolff Wiese Magana
California
$2.95K
CSC
1209
Caldwell Sutter Capital
California
$2.5K
PF
1210
PlanVest Financial
Maryland
$2.47K
FMP
1211
Financial Management Professionals
Texas
$2.38K
GK
1212
Graney & King
New York
$2.24K
TWD
1213
True Wealth Design
Ohio
$2.21K
SC
1214
Solstein Capital
California
$2.09K
GEA
1215
Glen Eagle Advisors
New Jersey
$2.09K
CAM
1216
Chesapeake Asset Management
New York
$2.01K
HBW
1217
Hazlett, Burt & Watson
West Virginia
$2K
OAJ
1218
Ogorek Anthony Joseph
New York
$2K
HDIM
1219
Hanson & Doremus Investment Management
Vermont
$2K
BFS
1220
Beacon Financial Strategies
North Carolina
$1.75K
LWMI
1221
Legacy Wealth Management (Idaho)
Idaho
$1.72K
TPWA
1222
Twin Peaks Wealth Advisors
California
$1.69K
HWA
1223
Heritage Wealth Advisors
Virginia
$1.54K
CPBTD
1224
Central Pacific Bank - Trust Division
Hawaii
$1.51K
WAG
1225
Wilkerson Advisory Group
Missouri
$1.38K