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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
IIL
1226
Insight Inv LLC
California
$1.05K
CWP
1227
Clark Wealth Partners
Illinois
$1.05K
RBC
1228
Roble Belko & Company
Pennsylvania
$1K
MCA
1229
McGuire Capital Advisors
Oklahoma
$989
HIA
1230
HFM Investment Advisors
New Jersey
$774
DWP
1231
Destiny Wealth Partners
Florida
$727
1L
1232
10Elms LLP
Oklahoma
$669
BNP Paribas Financial Markets
1233
BNP Paribas Financial Markets
France
$582
EAM
1234
Eukles Asset Management
Ohio
$494
RG
1235
RHL Group
Michigan
$466
TC
1236
Trust Company
Kansas
$233
NRWA
1237
North Ridge Wealth Advisors
Oregon
$26
BA
1238
Blueline Advisors
New Hampshire
$8
HNW
1239
High Note Wealth
Minnesota
$3
SFP
1240
Strategic Financial Planning
Texas
TI
1241
Tidal Investments
Wisconsin
Marshall Wace
1242
Marshall Wace
United Kingdom
SC
1243
Sykon Capital
New York
FFG
1244
Fortune Financial Group
Florida
TRCT
1245
Tower Research Capital (TRC)
New York
CIP
1246
Capital Insight Partners
Arizona
DAS
1247
Diversify Advisory Services
Utah
TIAA Trust, National Association
1248
TIAA Trust, National Association
North Carolina
BRWA
1249
B. Riley Wealth Advisors
Florida
VWM
1250
Vigilare Wealth Management
Arizona