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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
JSA
1276
Jim Saulnier & Associates
Colorado
FFS
1277
Founders Financial Securities
Maryland
YIH
1278
Y-Intercept (HK)
Hong Kong
RWA
1279
River Wealth Advisors
Pennsylvania
WJWM
1280
Williams Jones Wealth Management
New York
AR
1281
Apeiron RIA
Texas
AWM
1282
Axxcess Wealth Management
California
ISFAN
1283
Investor's Fiduciary Advisor Network
Washington
ARC
1284
Advisor Resource Council
Texas
MA
1285
Modus Advisors
Minnesota
WWM
1286
Woodside Wealth Management
Massachusetts
FHA
1287
Flagship Harbor Advisors
Massachusetts
JFGIW
1288
Johnson Financial Group Inc (Wisconsin)
Wisconsin
CP
1289
Camelot Portfolios
Ohio
CIAS
1290
CBIZ Investment Advisory Services
Ohio
IF
1291
Integrity Financial
Wyoming
IIM
1292
IFC & Insurance Marketing
California
MBFW
1293
Morton Brown Family Wealth
Pennsylvania
WWA
1294
Wealth Watch Advisors
Colorado
AW
1295
Ankerstar Wealth
Texas
Simplex Trading
1296
Simplex Trading
Illinois
UFPG
1297
United Financial Planning Group
New York
Qube Research & Technologies (QRT)
1298
Qube Research & Technologies (QRT)
United Kingdom
FGAM
1299
Financial Gravity Asset Management
Texas
GWM
1300
Greenline Wealth Management
Florida