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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
Wealthfront Advisers
201
Wealthfront Advisers
California
$5.16M
ATWA
202
Arbor Trust Wealth Advisors
Michigan
$5.14M
AFG
203
Atomi Financial Group
New York
$5.09M
Citadel Advisors
204
Citadel Advisors
Florida
$5.08M
MWM
205
Mission Wealth Management
California
$5.08M
CFG
206
Certior Financial Group
Pennsylvania
$5.05M
BWM
207
BCS Wealth Management
Tennessee
$5.04M
ECM
208
Evergreen Capital Management
Washington
$4.99M
PL
209
Plancorp LLC
Missouri
$4.92M
VAF
210
Values Added Financial
District of Columbia
$4.9M
AIM
211
Anchor Investment Management
South Carolina
$4.89M
AAS
212
Asset Allocation Strategies
Michigan
$4.84M
ULWM
213
Upper Left Wealth Management
Florida
$4.73M
OSAM
214
O'Shaughnessy Asset Management
Connecticut
$4.68M
QCM
215
Quantinno Capital Management
New York
$4.65M
IAN
216
Integrated Advisors Network
Texas
$4.49M
MBI
217
May Barnhard Investments
Maryland
$4.41M
WA
218
WBH Advisory
Maryland
$4.41M
CWMS
219
CFG Wealth Management Services
Indiana
$4.39M
IA
220
IFS Advisors
Kansas
$4.36M
NRI
221
NFP Retirement Inc
California
$4.35M
WIA
222
World Investment Advisors
California
$4.33M
JDLA
223
J. Derek Lewis & Associates
California
$4.32M
LWM
224
Lighthouse Wealth Management
Ohio
$4.28M
AWM
225
Avior Wealth Management
Nebraska
$4.24M