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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
TCOT
1201
Trust Company of Toledo
Ohio
$5.7K
AFG
1202
Albion Financial Group
Utah
$5.29K
AA
1203
Atmos Advisory
Pennsylvania
$5.26K
WA
1204
Walsh & Associates
Florida
$5K
DAM
1205
Delta Asset Management
Tennessee
$4.94K
PCA
1206
Providence Capital Advisors
North Carolina
$4.65K
CSB
1207
City State Bank
Iowa
$4.36K
PIP
1208
Peachtree Investment Partners
Florida
$4.36K
DPW
1209
DiNuzzo Private Wealth
Pennsylvania
$3.98K
BF
1210
BOK Financial
Oklahoma
$3.43K
GWS
1211
Greykasell Wealth Strategies
California
$3.37K
PB
1212
Prosperity Bancshares
Texas
$3.02K
SFG
1213
Strive Financial Group
Indiana
$3K
FFA
1214
Founders Financial Alliance
North Carolina
$2.97K
WWM
1215
Wolff Wiese Magana
California
$2.95K
CSC
1216
Caldwell Sutter Capital
California
$2.5K
PF
1217
PlanVest Financial
Maryland
$2.47K
FMP
1218
Financial Management Professionals
Texas
$2.38K
GK
1219
Graney & King
New York
$2.24K
TWD
1220
True Wealth Design
Ohio
$2.21K
GEA
1221
Glen Eagle Advisors
New Jersey
$2.09K
SC
1222
Solstein Capital
California
$2.09K
CAM
1223
Chesapeake Asset Management
New York
$2.01K
HDIM
1224
Hanson & Doremus Investment Management
Vermont
$2K
HBW
1225
Hazlett, Burt & Watson
West Virginia
$2K