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Schwab U.S Small- Cap ETF

1,341 hedge funds and large institutions have $9.02B invested in Schwab U.S Small- Cap ETF in 2026 Q2 according to their latest regulatory filings, with 149 funds opening new positions, 474 increasing their positions, 502 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

282% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 39

25% more capital invested

Capital invested by funds: $7.22B → $9.02B (+$1.79B)

7% more funds holding

Funds holding: 1,2571,341 (+84)

1.11% more ownership

Funds ownership: 36.41%37.53% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 502

1% less funds holding in top 10

Funds holding in top 10: 7069 (-1)

Holders
1,341
Holders Change
+84
Holders Change %
+6.68%
% of All Funds
16.22%
Holding in Top 10
69
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.43%
% of All Funds
0.83%
New
149
Increased
474
Reduced
502
Closed
39
Calls
$5.56M
Puts
Net Calls
+$5.56M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Lighthouse Wealth Management
Ohio
$5.32M +$1.78K +54 +0%
DFA
227
DHJJ Financial Advisors
Illinois
$5.29M +$376K +11,376 +8%
PJC
228
Phillip James Consulting
Minnesota
$5.26M +$4.81M +145,553 New
MBI
229
May Barnhard Investments
Maryland
$5.25M -$208K -6,289 -4%
RI
230
Rinkey Investments
California
$5.23M -$2.71K -82 -0.1%
WA
231
Wealth Architects
California
$5.13M -$18.8K -570 -0.4%
WA
232
WBH Advisory
Maryland
$5.11M -$289K -8,740 -6%
DWM
233
Destination Wealth Management
California
$5.08M -$109K -3,289 -2%
GA
234
Gordian Advisors
Arizona
$5.06M -$11K -332 -0.2%
GSIS
235
Global Strategic Investment Solutions
Arizona
$4.98M +$4.26K +129 +0.1%
AWM
236
Abound Wealth Management
Tennessee
$4.97M +$6.87K +208 +0.2%
PP
237
Patten & Patten
Tennessee
$4.94M +$58.8K +1,780 +1%
TCM
238
Tradewinds Capital Management
Washington
$4.94M +$137K +4,135 +3%
CAAM
239
Cornerstone Advisors Asset Management
Pennsylvania
$4.92M -$61.8K -1,869 -1%
FFP
240
Frisco Financial Planning
Texas
$4.84M -$69.6K -2,107 -2%
OF
241
Outfitter Financial
Maine
$4.83M
CFA
242
Churchill Financial Advisors
Kentucky
$4.77M -$208K -6,281 -5%
UAG
243
United Advisor Group
Ohio
$4.77M -$93.2K -2,820 -2%
DI
244
Diligent Investors
California
$4.72M +$206K +6,225 +5%
PWM
245
Perigon Wealth Management
California
$4.7M +$7.3K +221 +0.2%
VA
246
Valmark Advisers
Ohio
$4.68M +$25.2K +763 +0.6%
CFGA
247
Cambridge Financial Group (Arizona)
Arizona
$4.65M -$510K -15,430 -11%
IAN
248
Integrated Advisors Network
Texas
$4.62M -$871K -26,354 -17%
Koshinski Asset Management
249
Koshinski Asset Management
Illinois
$4.62M -$77.4K -2,342 -2%
SM
250
Sensible Money
Arizona
$4.58M -$15.3K -463 -0.4%

SCHA Hedge Fund Activity: Q2 2026 in Review

1,341 of the 8,269 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2026, worth a combined $9.02B — up 25% from $7.22B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new SCHA positions and 39 closed out — a net gain of 110 holders — while 474 added to existing stakes and 502 trimmed.

The largest buyer was Savant Capital, adding an estimated $48M. The largest seller was Bank of America, cutting an estimated $27.6M.

  • 1,341 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2026, up from 1,257 in Q1 2026.
  • Funds reported $9.02B of Schwab U.S Small- Cap ETF stock for Q2 2026, up 25% quarter-over-quarter.
  • 149 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2026 and 39 closed out, a net change of +110 holders.
  • The largest Schwab U.S Small- Cap ETF buyer in Q2 2026 was Savant Capital, an estimated $48M added.
  • The largest Schwab U.S Small- Cap ETF seller in Q2 2026 was Bank of America, an estimated $27.6M sold.

Based on aggregated 13F filings for Q2 2026.