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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
ATWA
201
Arbor Trust Wealth Advisors
Michigan
$5.14M
AFG
202
Atomi Financial Group
New York
$5.09M
Citadel Advisors
203
Citadel Advisors
Florida
$5.08M
MWM
204
Mission Wealth Management
California
$5.08M
CFG
205
Certior Financial Group
Pennsylvania
$5.05M
BWM
206
BCS Wealth Management
Tennessee
$5.04M
ECM
207
Evergreen Capital Management
Washington
$4.99M
PL
208
Plancorp LLC
Missouri
$4.92M
VAF
209
Values Added Financial
District of Columbia
$4.9M
AIM
210
Anchor Investment Management
South Carolina
$4.89M
AAS
211
Asset Allocation Strategies
Michigan
$4.84M
ULWM
212
Upper Left Wealth Management
Florida
$4.73M
OSAM
213
O'Shaughnessy Asset Management
Connecticut
$4.68M
QCM
214
Quantinno Capital Management
New York
$4.65M
IAN
215
Integrated Advisors Network
Texas
$4.49M
MBI
216
May Barnhard Investments
Maryland
$4.41M
WA
217
WBH Advisory
Maryland
$4.41M
CWMS
218
CFG Wealth Management Services
Indiana
$4.39M
IA
219
IFS Advisors
Kansas
$4.36M
NRI
220
NFP Retirement Inc
California
$4.35M
WIA
221
World Investment Advisors
California
$4.33M
JDLA
222
J. Derek Lewis & Associates
California
$4.32M
LWM
223
Lighthouse Wealth Management
Ohio
$4.28M
AWM
224
Avior Wealth Management
Nebraska
$4.24M
CL
225
Choreo LLC
Illinois
$4.23M