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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
JWCA
1251
J.W. Cole Advisors
Florida
AIM
1252
Archer Investment Management
Texas
PFA
1253
Petra Financial Advisors
Colorado
Envestnet Portfolio Solutions
1254
Envestnet Portfolio Solutions
Illinois
AC
1255
Addison Capital
Pennsylvania
HF
1256
HRT Financial
New York
MPIA
1257
Milestones Private Investment Advisors
New York
FTUS
1258
Flow Traders U.S.
New York
SCM
1259
SOL Capital Management
Maryland
IA
1260
IFG Advisory
Georgia
DIM
1261
Delta Investment Management
California
FM
1262
Foster & Motley
Ohio
CA
1263
Clune & Associates
Illinois
JSA
1264
Jim Saulnier & Associates
Colorado
FFS
1265
Founders Financial Securities
Maryland
YIH
1266
Y-Intercept (HK)
Hong Kong
RWA
1267
River Wealth Advisors
Pennsylvania
WJWM
1268
Williams Jones Wealth Management
New York
AR
1269
Apeiron RIA
Texas
AWM
1270
Axxcess Wealth Management
California
ISFAN
1271
Investor's Fiduciary Advisor Network
Washington
ARC
1272
Advisor Resource Council
Texas
MA
1273
Modus Advisors
Minnesota
WWM
1274
Woodside Wealth Management
Massachusetts
FHA
1275
Flagship Harbor Advisors
Massachusetts