SCHA icon

Schwab U.S Small- Cap ETF

1,240 hedge funds and large institutions have $7.19B invested in Schwab U.S Small- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 473 increasing their positions, 478 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: 473 | Existing positions reduced: 478

1.22% less ownership

Funds ownership: 37.48%36.26% (-1.2%)

Holders
1,240
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
AMG
151
Asset Management Group
Connecticut
$7.05M
BIA
152
Bell Investment Advisors
California
$6.96M
MS
153
Monetary Solutions
Ohio
$6.92M
VCM
154
Vivaldi Capital Management
Illinois
$6.9M
GCP
155
Gill Capital Partners
Colorado
$6.85M
BDF
156
Black Diamond Financial
Maryland
$6.81M
MWM
157
Meridian Wealth Management
Kentucky
$6.79M
KWM
158
KRM Wealth Management
Nevada
$6.78M
MG
159
Mather Group
Illinois
$6.76M
UCFA
160
United Capital Financial Advisors
Texas
$6.75M
AF
161
Allworth Financial
California
$6.71M
FLFS
162
Family Legacy Financial Solutions
North Carolina
$6.37M
BWM
163
Bernard Wealth Management
Michigan
$6.37M
FTS
164
Fifth Third Securities
Ohio
$6.21M
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$6.2M
LPAM
166
Lodestar Private Asset Management
California
$6.17M
WF
167
Womack Financial
Texas
$6.14M
PA
168
PFG Advisors
Arizona
$6.06M
MWP
169
Meriwether Wealth & Planning
Louisiana
$5.95M
FFG
170
Floyd Financial Group
Missouri
$5.93M
WMWM
171
Wilkins Miller Wealth Management
Alabama
$5.91M
CIC
172
Cutler Investment Counsel
Oregon
$5.87M
Natixis Advisors
173
Natixis Advisors
Massachusetts
$5.84M
CCM
174
Chilton Capital Management
Texas
$5.84M
IAS
175
Integrity Advisory Solutions
Texas
$5.79M