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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
OAJ
1226
Ogorek Anthony Joseph
New York
$2K
BFS
1227
Beacon Financial Strategies
North Carolina
$1.75K
LWMI
1228
Legacy Wealth Management (Idaho)
Idaho
$1.72K
TPWA
1229
Twin Peaks Wealth Advisors
California
$1.69K
TBFA
1230
Three Bearings Fiduciary Advisors
New Hampshire
$1.65K
HWA
1231
Heritage Wealth Advisors
Virginia
$1.54K
CPBTD
1232
Central Pacific Bank - Trust Division
Hawaii
$1.51K
WAG
1233
Wilkerson Advisory Group
Missouri
$1.38K
SN
1234
Sittner & Nelson
Oregon
$1.28K
SEP
1235
Signature Equity Partners
Ohio
$1.16K
DRP
1236
Decker Retirement Planning
Utah
$1.1K
CFG
1237
Clayton Financial Group
Missouri
$1.09K
IIL
1238
Insight Inv LLC
California
$1.05K
CWP
1239
Clark Wealth Partners
Illinois
$1.05K
RBC
1240
Roble Belko & Company
Pennsylvania
$1K
MCA
1241
McGuire Capital Advisors
Oklahoma
$989
HIA
1242
HFM Investment Advisors
New Jersey
$774
DWP
1243
Destiny Wealth Partners
Florida
$727
1L
1244
10Elms LLP
Oklahoma
$669
BNP Paribas Financial Markets
1245
BNP Paribas Financial Markets
France
$582
EAM
1246
Eukles Asset Management
Ohio
$494
RG
1247
RHL Group
Michigan
$466
TC
1248
Trust Company
Kansas
$233
NRWA
1249
North Ridge Wealth Advisors
Oregon
$26
BA
1250
Blueline Advisors
New Hampshire
$8