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Schwab U.S Small- Cap ETF
SCHA

1,165 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 418 increasing their positions, 476 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $6.04B → $6.7B (+$665M)

9% more funds holding in top 10

Funds holding in top 10: 53 → 58 (+5)

2% more funds holding

Funds holding: 1,137 → 1,165 (+28)

2.05% less ownership

Funds ownership: 34.8% → 32.75% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 476

Holders
1,165
Holders Change
+28
Holders Change %
+2.46%
% of All Funds
15.29%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.76%
New
89
Increased
418
Reduced
476
Closed
37
Calls
$2.83M
Puts
–
Net Calls
+$2.83M
Net Calls Change
+$1.32M

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$56M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$28.5M
3
NYLIM
New York Life Investment Management
New York
+$21.8M
4
KAS
Kestra Advisory Services
Texas
+$21.2M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$20.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$46.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.1M
3
SEI Investments
SEI Investments
Pennsylvania
-$21.1M
4
FI
FIDELIS iM
Oregon
-$15.3M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
FVWA
226
Foster Victor Wealth Advisors
South Carolina
$3.94M +$3.73M +139,467 New
WCM
227
Weaver Capital Management
Georgia
$3.94M +$3.15M +117,801 +506%
GA
228
Gordian Advisors
Arizona
$3.94M -$22K -821 -0.6%
William Blair & Company
229
William Blair & Company
Illinois
$3.92M -$150K -5,623 -4%
CAAM
230
Cornerstone Advisors Asset Management
Pennsylvania
$3.91M -$15K -560 -0.4%
EFG
231
Embree Financial Group
Illinois
$3.9M -$159K -5,942 -4%
CFA
232
Cahill Financial Advisors
Minnesota
$3.89M -$121K -4,531 -3%
FPAS
233
Focus Partners Advisor Solutions
Missouri
$3.89M +$1.55M +58,029 +72%
MI
234
Moneywise Inc
Virginia
$3.83M +$25.8K +965 +0.7%
OF
235
Outfitter Financial
Maine
$3.77M +$6.95K +260 +0.2%
AWM
236
Abound Wealth Management
Tennessee
$3.77M -$16.3K -610 -0.4%
DFA
237
DHJJ Financial Advisors
Illinois
$3.76M -$24.3K -909 -0.7%
LCM
238
Liberty Capital Management
Michigan
$3.74M +$101K +3,776 +3%
DI
239
Diligent Investors
California
$3.72M -$32.1K -1,201 -0.9%
RWP
240
RWA Wealth Partners
Massachusetts
$3.68M -$5.48K -205 -0.2%
VFS
241
Valpey Financial Services
New Hampshire
$3.64M -$160K -5,978 -4%
PWM
242
Perigon Wealth Management
California
$3.63M -$53.5K -2,001 -2%
VA
243
Valmark Advisers
Ohio
$3.61M +$130K +4,874 +4%
NDSI
244
Newman Dignan & Sheerar Inc
Rhode Island
$3.61M -$85.1K -3,181 -2%
KHC
245
Koesten Hirschmann & Crabtree
Kansas
$3.54M -$8.96K -335 -0.3%
PP
246
Patten & Patten
Tennessee
$3.52M +$25.5K +955 +0.8%
DWM
247
Destination Wealth Management
California
$3.51M +$111K +4,135 +3%
CB
248
Community Bank
New York
$3.49M -$49.2K -1,840 -1%
BP
249
Broadleaf Partners
Ohio
$3.47M -$168K -6,299 -5%
FFP
250
Frisco Financial Planning
Texas
$3.46M +$12.9K +482 +0.4%
8 9
10
11 12

SCHA Hedge Fund Activity: Q3 2025 in Review

1,165 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2025, worth a combined $6.7B — up 11% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SCHA positions and 37 closed out — a net gain of 52 holders — while 418 added to existing stakes and 476 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $56M. The largest seller was Bank of America, cutting an estimated $46.5M.

  • 1,165 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2025, up from 1,137 in Q2 2025.
  • Funds reported $6.7B of Schwab U.S Small- Cap ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 89 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2025 and 37 closed out, a net change of +52 holders.
  • The largest Schwab U.S Small- Cap ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $56M added.
  • The largest Schwab U.S Small- Cap ETF seller in Q3 2025 was Bank of America, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2025.