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Schwab U.S Small- Cap ETF

1,240 hedge funds and large institutions have $7.19B invested in Schwab U.S Small- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 473 increasing their positions, 478 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: 473 | Existing positions reduced: 478

1.22% less ownership

Funds ownership: 37.48%36.26% (-1.2%)

Holders
1,240
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
DAS
1251
Diversify Advisory Services
Utah
TIAA Trust, National Association
1252
TIAA Trust, National Association
North Carolina
BRWA
1253
B. Riley Wealth Advisors
Florida
VWM
1254
Vigilare Wealth Management
Arizona
JWCA
1255
J.W. Cole Advisors
Florida
AIM
1256
Archer Investment Management
Texas
PFA
1257
Petra Financial Advisors
Colorado
Envestnet Portfolio Solutions
1258
Envestnet Portfolio Solutions
Illinois
AC
1259
Addison Capital
Pennsylvania
HF
1260
HRT Financial
New York
MPIA
1261
Milestones Private Investment Advisors
New York
FTUS
1262
Flow Traders U.S.
New York
SCM
1263
SOL Capital Management
Maryland
IA
1264
IFG Advisory
Georgia
DIM
1265
Delta Investment Management
California
FM
1266
Foster & Motley
Ohio
CA
1267
Clune & Associates
Illinois
JSA
1268
Jim Saulnier & Associates
Colorado
FFS
1269
Founders Financial Securities
Maryland
YIH
1270
Y-Intercept (HK)
Hong Kong
RWA
1271
River Wealth Advisors
Pennsylvania
WJWM
1272
Williams Jones Wealth Management
New York
AR
1273
Apeiron RIA
Texas
AWM
1274
Axxcess Wealth Management
California
ISFAN
1275
Investor's Fiduciary Advisor Network
Washington