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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 84 funds opening new positions, 476 increasing their positions, 479 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 52

1% more funds holding in top 10

Funds holding in top 10: 6768 (+1)

1% more funds holding

Funds holding: 1,2381,249 (+11)

0% less capital invested

Capital invested by funds: $7.2B → $7.2B (-$4M)

1% less repeat investments, than reductions

Existing positions increased: 476 | Existing positions reduced: 479

1.19% less ownership

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

Holders
1,249
Holders Change
+11
Holders Change %
+0.89%
% 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
84
Increased
476
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
OWM
176
Orgel Wealth Management
Wisconsin
$5.77M -$134K -4,454 -2%
GPA
177
Guerra Pan Advisors
New Jersey
$5.75M -$79.2K -2,641 -1%
NA
178
NWM Advisors
California
$5.71M +$442K +14,734 +8%
MM
179
Meridian Management
Arkansas
$5.7M -$419K -13,994 -7%
VFIC
180
Valley Forge Investment Consultants
Pennsylvania
$5.69M -$82.1K -2,740 -1%
FFA
181
Farther Finance Advisors
California
$5.68M +$744K +24,812 +15%
BA
182
Ballast Advisors
Minnesota
$5.68M +$309K +10,301 +6%
MWM
183
Modera Wealth Management
New Jersey
$5.64M +$174K +5,803 +3%
KF
184
K2 Financial
California
$5.63M +$106K +3,522 +2%
GC
185
Garde Capital
Washington
$5.62M -$305K -10,160 -5%
DCM
186
Davis Capital Management
Florida
$5.59M +$114K +3,802 +2%
PAG
187
Powers Advisory Group
Illinois
$5.58M +$10.1K +337 +0.2%
AFP
188
Ausdal Financial Partners
Iowa
$5.57M +$31.5K +1,050 +0.6%
IA
189
IFP Advisors
Florida
$5.5M -$141K -4,718 -2%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$5.47M -$501K -16,728 -8%
FA
191
FF Advisors
California
$5.39M +$275K +9,189 +6%
JJBC
192
James J. Burns & Company
New York
$5.38M -$48K -1,600 -0.9%
Stifel Financial
193
Stifel Financial
Missouri
$5.38M +$567K +18,914 +11%
NF
194
Nikulski Financial
Iowa
$5.34M -$15.5K -518 -0.3%
OCG
195
Opus Capital Group
Ohio
$5.29M +$7.25K +242 +0.1%
AWM
196
Apollon Wealth Management
South Carolina
$5.22M +$66.3K +2,211 +1%
BBPWM
197
Blue Bell Private Wealth Management
Pennsylvania
$5.2M -$34.5K -1,150 -0.6%
PAG
198
Private Advisor Group
New Jersey
$5.19M -$371K -12,389 -6%
RWP
199
RWA Wealth Partners
Massachusetts
$5.19M +$522K +17,430 +11%
CWM
200
Chesapeake Wealth Management
Virginia
$5.18M +$13.3K +445 +0.3%