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Schwab U.S Small- Cap ETF

1,249 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 85 funds opening new positions, 475 increasing their positions, 479 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

1% more funds holding in top 10

Funds holding in top 10: 6768 (+1)

1% more funds holding

Funds holding: 1,2371,249 (+12)

0% less capital invested

Capital invested by funds: $7.2B → $7.2B (-$3.81M)

1% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 479

1.19% less ownership

Funds ownership: 37.48%36.29% (-1.2%)

Holders
1,249
Holders Change
+12
Holders Change %
+0.97%
% of All Funds
15.39%
Holding in Top 10
68
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.49%
% of All Funds
0.84%
New
85
Increased
475
Reduced
479
Closed
52
Calls
$1.8M
Puts
Net Calls
+$1.8M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Athena Investment Management
California
$8.68M -$39K -1,301 -0.4%
SFA
127
Sequoia Financial Advisors
Ohio
$8.66M +$36.9K +1,231 +0.4%
WTC
128
WhitTier Trust Company
Nevada
$8.54M -$45K -1,500 -0.5%
BFG
129
Bleakley Financial Group
New Jersey
$8.54M -$81.1K -2,707 -0.9%
CFGSD
130
Compass Financial Group (South Dakota)
South Dakota
$8.54M +$298K +9,937 +4%
HWM
131
HB Wealth Management
Georgia
$8.53M +$152K +5,072 +2%
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$8.37M -$2.25M -74,943 -21%
SCP
133
Stevens Capital Partners
Nebraska
$8.36M +$1.09M +36,252 +14%
CRC
134
Curi RMB Capital
Illinois
$8.33M -$214K -7,132 -2%
GWSA
135
Global Wealth Strategies & Associates
Colorado
$8.31M +$8.13M +271,275 +1,855%
KCPG
136
Kavar Capital Partners Group
Kansas
$8.05M +$249K +8,317 +3%
HFS
137
Horizon Financial Services
North Carolina
$7.93M +$290K +9,674 +4%
AFP
138
Arnold Financial Planning
Iowa
$7.92M +$1.03M +34,460 +14%
ADL
139
Asset Dedication LLC
California
$7.61M +$321K +10,724 +4%
EWA
140
EP Wealth Advisors
California
$7.55M +$1.39M +46,400 +22%
CCM
141
Cannon Capital Management
Utah
$7.53M -$7.88K -263 -0.1%
MAS
142
Meeder Advisory Services
Ohio
$7.47M +$246K +8,204 +3%
MAM
143
Marquette Asset Management
Minnesota
$7.39M -$9.2K -307 -0.1%
TIM
144
Tortoise Investment Management
New York
$7.39M +$136K +4,533 +2%
AAP
145
Arax Advisory Partners
Colorado
$7.39M +$763K +25,441 +11%
Ameriprise
146
Ameriprise
Minnesota
$7.35M +$493K +16,461 +7%
WCM
147
Weaver Capital Management
Georgia
$7.3M +$6.81M +227,353 +955%
VIA
148
Victrix Investment Advisors
Florida
$7.2M +$375K +12,499 +5%
FF
149
Friedenthal Financial
New Jersey
$7.19M +$91.1K +3,039 +1%
EGWAG
150
Elwood & Goetz Wealth Advisory Group
Georgia
$7.09M -$245K -8,171 -3%