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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
HNW
1251
High Note Wealth
Minnesota
$3
SFP
1252
Strategic Financial Planning
Texas
TI
1253
Tidal Investments
Wisconsin
Marshall Wace
1254
Marshall Wace
United Kingdom
SC
1255
Sykon Capital
New York
FFG
1256
Fortune Financial Group
Florida
TRCT
1257
Tower Research Capital (TRC)
New York
CIP
1258
Capital Insight Partners
Arizona
DAS
1259
Diversify Advisory Services
Utah
TIAA Trust, National Association
1260
TIAA Trust, National Association
North Carolina
BRWA
1261
B. Riley Wealth Advisors
Florida
VWM
1262
Vigilare Wealth Management
Arizona
JWCA
1263
J.W. Cole Advisors
Florida
AIM
1264
Archer Investment Management
Texas
PFA
1265
Petra Financial Advisors
Colorado
Envestnet Portfolio Solutions
1266
Envestnet Portfolio Solutions
Illinois
AC
1267
Addison Capital
Pennsylvania
HF
1268
HRT Financial
New York
MPIA
1269
Milestones Private Investment Advisors
New York
FTUS
1270
Flow Traders U.S.
New York
SCM
1271
SOL Capital Management
Maryland
IA
1272
IFG Advisory
Georgia
DIM
1273
Delta Investment Management
California
FM
1274
Foster & Motley
Ohio
CA
1275
Clune & Associates
Illinois