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Schwab U.S Small- Cap ETF

1,249 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, 475 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: 1,2371,249 (+12)

0% less capital invested

Capital invested by funds: $7.2B → $7.2B (-$3.81M)

1% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 479

1.19% less ownership

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

Holders
1,249
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
15.39%
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
475
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
SFWC
101
Strategic Family Wealth Counselors
New Jersey
$10.9M -$412K -13,759 -4%
CMP
102
Courage Miller Partners
Virginia
$10.6M +$7.94K +265 +0.1%
AFA
103
Amicus Financial Advisors
Texas
$10.5M -$145K -4,848 -1%
TYCC
104
Texas Yale Capital Corp
Florida
$10.4M -$80.8K -2,695 -0.8%
LAM
105
L2 Asset Management
Massachusetts
$10.3M +$10.8M +359,851 New
AQR Capital Management
106
AQR Capital Management
Connecticut
$10.3M +$5.93M +197,742 +128%
Truist Financial
107
Truist Financial
North Carolina
$10.1M -$65K -2,167 -0.6%
DWM
108
Diversify Wealth Management
Utah
$9.95M +$106K +3,545 +1%
BAMG
109
Brand Asset Management Group
Missouri
$9.9M +$403K +13,457 +4%
FCM
110
Fortis Capital Management
Washington
$9.75M +$1.52M +50,762 +18%
FPCP
111
Fort Point Capital Partners
California
$9.64M -$323K -10,765 -3%
WANY
112
Wealthspire Advisors (New York)
New York
$9.63M -$152K -5,078 -2%
SS
113
Sunbelt Securities
Texas
$9.59M +$358K +11,928 +4%
MT
114
Midwest Trust
Kansas
$9.53M -$43.8K -1,462 -0.4%
CFMC
115
Curbstone Financial Management Corp
New Hampshire
$9.52M +$158K +5,266 +2%
WT
116
Whittier Trust
California
$9.44M -$40.8K -1,360 -0.4%
CP
117
Creekside Partners
California
$9.19M -$113K -3,759 -1%
MFC
118
Morris Financial Concepts
South Carolina
$9.18M +$199K +6,624 +2%
IWC
119
Integrated Wealth Concepts
Massachusetts
$9.1M +$4.93M +164,380 +111%
AWMG
120
Alliance Wealth Management Group
New Jersey
$9.04M -$156K -5,215 -2%
TCM
121
Towercrest Capital Management
Pennsylvania
$9.04M -$156K -5,215 -2%
SIC
122
Salem Investment Counselors
North Carolina
$9.03M +$196K +6,546 +2%
UBS AM
123
UBS AM
Illinois
$8.9M +$5.93M +197,966 +183%
PIMG
124
Patriot Investment Management Group
Tennessee
$8.69M -$365K -12,192 -4%
SWA
125
Stratos Wealth Advisors
Ohio
$8.68M -$40.1K -1,337 -0.4%