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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
BIA
151
Bell Investment Advisors
California
$6.96M
MS
152
Monetary Solutions
Ohio
$6.92M
VCM
153
Vivaldi Capital Management
Illinois
$6.9M
GCP
154
Gill Capital Partners
Colorado
$6.85M
BDF
155
Black Diamond Financial
Maryland
$6.81M
MWM
156
Meridian Wealth Management
Kentucky
$6.79M
KWM
157
KRM Wealth Management
Nevada
$6.78M
MG
158
Mather Group
Illinois
$6.76M
UCFA
159
United Capital Financial Advisors
Texas
$6.75M
AF
160
Allworth Financial
California
$6.71M
FLFS
161
Family Legacy Financial Solutions
North Carolina
$6.37M
BWM
162
Bernard Wealth Management
Michigan
$6.37M
FTS
163
Fifth Third Securities
Ohio
$6.21M
Rockefeller Capital Management
164
Rockefeller Capital Management
New York
$6.2M
LPAM
165
Lodestar Private Asset Management
California
$6.17M
WF
166
Womack Financial
Texas
$6.14M
PA
167
PFG Advisors
Arizona
$6.06M
MWP
168
Meriwether Wealth & Planning
Louisiana
$5.95M
FFG
169
Floyd Financial Group
Missouri
$5.93M
WMWM
170
Wilkins Miller Wealth Management
Alabama
$5.91M
CIC
171
Cutler Investment Counsel
Oregon
$5.87M
Natixis Advisors
172
Natixis Advisors
Massachusetts
$5.84M
CCM
173
Chilton Capital Management
Texas
$5.84M
IAS
174
Integrity Advisory Solutions
Texas
$5.79M
OWM
175
Orgel Wealth Management
Wisconsin
$5.77M