SCHA icon

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
PB
1201
Prosperity Bancshares
Texas
$3.02K
SFG
1202
Strive Financial Group
Indiana
$3K
FFA
1203
Founders Financial Alliance
North Carolina
$2.97K
WWM
1204
Wolff Wiese Magana
California
$2.95K
CSC
1205
Caldwell Sutter Capital
California
$2.5K
PF
1206
PlanVest Financial
Maryland
$2.47K
FMP
1207
Financial Management Professionals
Texas
$2.38K
GK
1208
Graney & King
New York
$2.24K
TWD
1209
True Wealth Design
Ohio
$2.21K
SC
1210
Solstein Capital
California
$2.09K
GEA
1211
Glen Eagle Advisors
New Jersey
$2.09K
CAM
1212
Chesapeake Asset Management
New York
$2.01K
HBW
1213
Hazlett, Burt & Watson
West Virginia
$2K
OAJ
1214
Ogorek Anthony Joseph
New York
$2K
HDIM
1215
Hanson & Doremus Investment Management
Vermont
$2K
BFS
1216
Beacon Financial Strategies
North Carolina
$1.75K
LWMI
1217
Legacy Wealth Management (Idaho)
Idaho
$1.72K
TPWA
1218
Twin Peaks Wealth Advisors
California
$1.69K
HWA
1219
Heritage Wealth Advisors
Virginia
$1.54K
CPBTD
1220
Central Pacific Bank - Trust Division
Hawaii
$1.51K
WAG
1221
Wilkerson Advisory Group
Missouri
$1.38K
SN
1222
Sittner & Nelson
Oregon
$1.28K
SEP
1223
Signature Equity Partners
Ohio
$1.16K
DRP
1224
Decker Retirement Planning
Utah
$1.1K
CFG
1225
Clayton Financial Group
Missouri
$1.09K