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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
SFWC
101
Strategic Family Wealth Counselors
New Jersey
$10.9M
CMP
102
Courage Miller Partners
Virginia
$10.6M
AFA
103
Amicus Financial Advisors
Texas
$10.5M
TYCC
104
Texas Yale Capital Corp
Florida
$10.4M
LAM
105
L2 Asset Management
Massachusetts
$10.3M
AQR Capital Management
106
AQR Capital Management
Connecticut
$10.3M
Truist Financial
107
Truist Financial
North Carolina
$10.1M
DWM
108
Diversify Wealth Management
Utah
$9.95M
BAMG
109
Brand Asset Management Group
Missouri
$9.9M
FCM
110
Fortis Capital Management
Washington
$9.75M
FPCP
111
Fort Point Capital Partners
California
$9.64M
WANY
112
Wealthspire Advisors (New York)
New York
$9.63M
SS
113
Sunbelt Securities
Texas
$9.59M
MT
114
Midwest Trust
Kansas
$9.53M
CFMC
115
Curbstone Financial Management Corp
New Hampshire
$9.52M
WT
116
Whittier Trust
California
$9.44M
CP
117
Creekside Partners
California
$9.19M
MFC
118
Morris Financial Concepts
South Carolina
$9.18M
IWC
119
Integrated Wealth Concepts
Massachusetts
$9.1M
AWMG
120
Alliance Wealth Management Group
New Jersey
$9.04M
TCM
121
Towercrest Capital Management
Pennsylvania
$9.04M
SIC
122
Salem Investment Counselors
North Carolina
$9.03M
UBS AM
123
UBS AM
Illinois
$8.9M
PIMG
124
Patriot Investment Management Group
Tennessee
$8.69M
SWA
125
Stratos Wealth Advisors
Ohio
$8.68M