We are live on ! Find out more
SCHA icon

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
AMG
151
Asset Management Group
Connecticut
$7.05M -$82.6K -2,756 -1%
BIA
152
Bell Investment Advisors
California
$6.96M -$199K -6,637 -3%
MS
153
Monetary Solutions
Ohio
$6.92M -$135K -4,498 -2%
VCM
154
Vivaldi Capital Management
Illinois
$6.9M -$5.93K -198 -0.1%
GCP
155
Gill Capital Partners
Colorado
$6.85M -$34.4K -1,146 -0.5%
BDF
156
Black Diamond Financial
Maryland
$6.81M -$122K -4,062 -2%
MWM
157
Meridian Wealth Management
Kentucky
$6.79M +$34.4K +1,149 +0.5%
KWM
158
KRM Wealth Management
Nevada
$6.78M +$415K +13,850 +6%
MG
159
Mather Group
Illinois
$6.76M +$49.7K +1,657 +0.7%
UCFA
160
United Capital Financial Advisors
Texas
$6.75M -$670K -22,349 -9%
AF
161
Allworth Financial
California
$6.71M -$76.6K -2,555 -1%
FLFS
162
Family Legacy Financial Solutions
North Carolina
$6.37M +$261K +8,709 +4%
BWM
163
Bernard Wealth Management
Michigan
$6.37M -$8.66K -289 -0.1%
FTS
164
Fifth Third Securities
Ohio
$6.21M +$200K +6,687 +3%
Rockefeller Capital Management
165
Rockefeller Capital Management
New York
$6.2M +$164K +5,469 +3%
LPAM
166
Lodestar Private Asset Management
California
$6.17M +$134K +4,462 +2%
WF
167
Womack Financial
Texas
$6.14M +$73.3K +2,447 +1%
PA
168
PFG Advisors
Arizona
$6.06M +$1.45M +48,263 +30%
MWP
169
Meriwether Wealth & Planning
Louisiana
$5.95M +$260K +8,686 +4%
FFG
170
Floyd Financial Group
Missouri
$5.93M -$9.41K -314 -0.2%
WMWM
171
Wilkins Miller Wealth Management
Alabama
$5.91M +$80.9K +2,699 +1%
CIC
172
Cutler Investment Counsel
Oregon
$5.87M +$578K +19,283 +11%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$5.84M +$2.64M +88,028 +78%
CCM
174
Chilton Capital Management
Texas
$5.84M -$155K -5,180 -3%
IAS
175
Integrity Advisory Solutions
Texas
$5.79M +$273K +9,112 +5%