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Schwab U.S Small- Cap ETF

1,250 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 85 funds opening new positions, 476 increasing their positions, 479 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

1% more funds holding in top 10

Funds holding in top 10: 6768 (+1)

1% more funds holding

Funds holding: 1,2381,250 (+12)

0% less capital invested

Capital invested by funds: $7.2B → $7.2B (-$3.5M)

1% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 479

1.19% less ownership

Funds ownership: 37.48%36.29% (-1.2%)

Holders
1,250
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
15.38%
Holding in Top 10
68
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.49%
% of All Funds
0.84%
New
85
Increased
476
Reduced
479
Closed
52
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1201
Independence Bank of Kentucky
Kentucky
$5.82K -$6K -200 -50%
NWMP
1202
Noble Wealth Management PBC
Colorado
$5.82K
TCOT
1203
Trust Company of Toledo
Ohio
$5.7K +$5.88K +196 New
AFG
1204
Albion Financial Group
Utah
$5.29K
AA
1205
Atmos Advisory
Pennsylvania
$5.26K +$150 +5 +3%
WA
1206
Walsh & Associates
Florida
$5K
DAM
1207
Delta Asset Management
Tennessee
$4.94K
PCA
1208
Providence Capital Advisors
North Carolina
$4.65K
CSB
1209
City State Bank
Iowa
$4.36K
PIP
1210
Peachtree Investment Partners
Florida
$4.36K +$4.5K +150 New
DPW
1211
DiNuzzo Private Wealth
Pennsylvania
$3.98K
BF
1212
BOK Financial
Oklahoma
$3.43K -$16.8K -561 -83%
GWS
1213
Greykasell Wealth Strategies
California
$3.37K
PB
1214
Prosperity Bancshares
Texas
$3.02K
SFG
1215
Strive Financial Group
Indiana
$3K
FFA
1216
Founders Financial Alliance
North Carolina
$2.97K
WWM
1217
Wolff Wiese Magana
California
$2.95K +$3.03K +101 New
CSC
1218
Caldwell Sutter Capital
California
$2.5K
PF
1219
PlanVest Financial
Maryland
$2.47K +$2.55K +85 New
FMP
1220
Financial Management Professionals
Texas
$2.38K
GK
1221
Graney & King
New York
$2.24K
TWD
1222
True Wealth Design
Ohio
$2.21K +$2.28K +76 New
GEA
1223
Glen Eagle Advisors
New Jersey
$2.09K
SC
1224
Solstein Capital
California
$2.09K
CAM
1225
Chesapeake Asset Management
New York
$2.01K