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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
Wealthfront Advisers
201
Wealthfront Advisers
California
$5.16M +$187K +6,240 +4%
ATWA
202
Arbor Trust Wealth Advisors
Michigan
$5.14M -$62K -2,068 -1%
AFG
203
Atomi Financial Group
New York
$5.09M -$369K -12,303 -7%
Citadel Advisors
204
Citadel Advisors
Florida
$5.08M +$4.75M +158,552 +972%
MWM
205
Mission Wealth Management
California
$5.08M -$65.6K -2,188 -1%
CFG
206
Certior Financial Group
Pennsylvania
$5.05M +$284K +9,475 +6%
BWM
207
BCS Wealth Management
Tennessee
$5.04M -$5.58M -186,102 -52%
ECM
208
Evergreen Capital Management
Washington
$4.99M -$53K -1,769 -1%
PL
209
Plancorp LLC
Missouri
$4.92M -$427K -14,258 -8%
VAF
210
Values Added Financial
District of Columbia
$4.9M -$11.2K -375 -0.2%
AIM
211
Anchor Investment Management
South Carolina
$4.89M -$36.3K -1,210 -0.7%
AAS
212
Asset Allocation Strategies
Michigan
$4.84M +$63.5K +2,119 +1%
NA
213
NewEdge Advisors
Louisiana
$4.83M -$91.9K -3,066 -2%
ULWM
214
Upper Left Wealth Management
Florida
$4.73M -$74K -2,468 -1%
OSAM
215
O'Shaughnessy Asset Management
Connecticut
$4.68M +$387K +12,901 +9%
QCM
216
Quantinno Capital Management
New York
$4.65M +$408K +13,627 +9%
IAN
217
Integrated Advisors Network
Texas
$4.49M -$2.05M -68,508 -31%
MBI
218
May Barnhard Investments
Maryland
$4.41M -$43.5K -1,450 -0.9%
WA
219
WBH Advisory
Maryland
$4.41M +$17.8K +594 +0.4%
CWMS
220
CFG Wealth Management Services
Indiana
$4.39M +$34.5K +1,152 +0.8%
IA
221
IFS Advisors
Kansas
$4.36M +$180K +5,991 +4%
NRI
222
NFP Retirement Inc
California
$4.35M +$99.1K +3,305 +2%
WIA
223
World Investment Advisors
California
$4.33M +$1.18M +39,375 +36%
JDLA
224
J. Derek Lewis & Associates
California
$4.32M +$126K +4,205 +3%
LWM
225
Lighthouse Wealth Management
Ohio
$4.28M +$128K +4,266 +3%