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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
GPA
176
Guerra Pan Advisors
New Jersey
$5.75M
NA
177
NWM Advisors
California
$5.71M
MM
178
Meridian Management
Arkansas
$5.7M
VFIC
179
Valley Forge Investment Consultants
Pennsylvania
$5.69M
FFA
180
Farther Finance Advisors
California
$5.68M
BA
181
Ballast Advisors
Minnesota
$5.68M
MWM
182
Modera Wealth Management
New Jersey
$5.64M
KF
183
K2 Financial
California
$5.63M
GC
184
Garde Capital
Washington
$5.62M
DCM
185
Davis Capital Management
Florida
$5.59M
PAG
186
Powers Advisory Group
Illinois
$5.58M
AFP
187
Ausdal Financial Partners
Iowa
$5.57M
IA
188
IFP Advisors
Florida
$5.5M
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$5.47M
FA
190
FF Advisors
California
$5.39M
JJBC
191
James J. Burns & Company
New York
$5.38M
Stifel Financial
192
Stifel Financial
Missouri
$5.38M
NF
193
Nikulski Financial
Iowa
$5.34M
OCG
194
Opus Capital Group
Ohio
$5.29M
AWM
195
Apollon Wealth Management
South Carolina
$5.22M
BBPWM
196
Blue Bell Private Wealth Management
Pennsylvania
$5.2M
PAG
197
Private Advisor Group
New Jersey
$5.19M
RWP
198
RWA Wealth Partners
Massachusetts
$5.19M
CWM
199
Chesapeake Wealth Management
Virginia
$5.18M
Wealthfront Advisers
200
Wealthfront Advisers
California
$5.16M