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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
OWM
176
Orgel Wealth Management
Wisconsin
$5.77M
GPA
177
Guerra Pan Advisors
New Jersey
$5.75M
NA
178
NWM Advisors
California
$5.71M
MM
179
Meridian Management
Arkansas
$5.7M
VFIC
180
Valley Forge Investment Consultants
Pennsylvania
$5.69M
FFA
181
Farther Finance Advisors
California
$5.68M
BA
182
Ballast Advisors
Minnesota
$5.68M
MWM
183
Modera Wealth Management
New Jersey
$5.64M
KF
184
K2 Financial
California
$5.63M
GC
185
Garde Capital
Washington
$5.62M
DCM
186
Davis Capital Management
Florida
$5.59M
PAG
187
Powers Advisory Group
Illinois
$5.58M
AFP
188
Ausdal Financial Partners
Iowa
$5.57M
IA
189
IFP Advisors
Florida
$5.5M
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$5.47M
FA
191
FF Advisors
California
$5.39M
JJBC
192
James J. Burns & Company
New York
$5.38M
Stifel Financial
193
Stifel Financial
Missouri
$5.38M
NF
194
Nikulski Financial
Iowa
$5.34M
OCG
195
Opus Capital Group
Ohio
$5.29M
AWM
196
Apollon Wealth Management
South Carolina
$5.22M
BBPWM
197
Blue Bell Private Wealth Management
Pennsylvania
$5.2M
PAG
198
Private Advisor Group
New Jersey
$5.19M
RWP
199
RWA Wealth Partners
Massachusetts
$5.19M
CWM
200
Chesapeake Wealth Management
Virginia
$5.18M