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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
AIM
126
Athena Investment Management
California
$8.68M
SFA
127
Sequoia Financial Advisors
Ohio
$8.66M
WTC
128
WhitTier Trust Company
Nevada
$8.54M
BFG
129
Bleakley Financial Group
New Jersey
$8.54M
CFGSD
130
Compass Financial Group (South Dakota)
South Dakota
$8.54M
HWM
131
HB Wealth Management
Georgia
$8.53M
Royal Bank of Canada
132
Royal Bank of Canada
Ontario, Canada
$8.37M
SCP
133
Stevens Capital Partners
Nebraska
$8.36M
CRC
134
Curi RMB Capital
Illinois
$8.33M
GWSA
135
Global Wealth Strategies & Associates
Colorado
$8.31M
KCPG
136
Kavar Capital Partners Group
Kansas
$8.05M
HFS
137
Horizon Financial Services
North Carolina
$7.93M
AFP
138
Arnold Financial Planning
Iowa
$7.92M
EWA
139
EP Wealth Advisors
California
$7.55M
CCM
140
Cannon Capital Management
Utah
$7.53M
MAS
141
Meeder Advisory Services
Ohio
$7.47M
MAM
142
Marquette Asset Management
Minnesota
$7.39M
TIM
143
Tortoise Investment Management
New York
$7.39M
AAP
144
Arax Advisory Partners
Colorado
$7.39M
Ameriprise
145
Ameriprise
Minnesota
$7.35M
WCM
146
Weaver Capital Management
Georgia
$7.3M
VIA
147
Victrix Investment Advisors
Florida
$7.2M
FF
148
Friedenthal Financial
New Jersey
$7.19M
EGWAG
149
Elwood & Goetz Wealth Advisory Group
Georgia
$7.09M
AMG
150
Asset Management Group
Connecticut
$7.05M