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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
TCM
251
Tradewinds Capital Management
Washington
$3.42M +$58K +2,168 +2%
ACA
252
Aptus Capital Advisors
Alabama
$3.35M -$35.4K -1,325 -1%
PAG
253
Private Advisor Group
New Jersey
$3.3M -$1.03M -38,640 -25%
VNA
254
Valley National Advisers
Pennsylvania
$3.28M -$228K -8,508 -7%
NCM
255
Next Capital Management
New York
$3.27M -$428 -16 -0%
SM
256
Sensible Money
Arizona
$3.27M -$42.2K -1,577 -1%
AC
257
AlphaCore Capital
California
$3.26M +$3.77K +141 +0.1%
GG
258
Gleason Group
Kentucky
$3.26M -$210K -7,838 -6%
LBC
259
Lowe Brockenbrough & Co
Virginia
$3.26M -$40K -1,497 -1%
CAG
260
Csenge Advisory Group
Florida
$3.25M +$170K +6,353 +6%
SA
261
Sanctuary Advisors
Indiana
$3.24M -$9.56M -357,596 -76%
PFM
262
Phillips Financial Management
Indiana
$3.23M -$26K -973 -0.8%
TSWM
263
Triangle Securities Wealth Management
North Carolina
$3.22M +$17.6K +660 +0.6%
UAG
264
United Advisor Group
Ohio
$3.2M +$191K +7,155 +7%
PFWA
265
Paces Ferry Wealth Advisors
Georgia
$3.18M -$45.6K -1,705 -1%
BCM
266
Boltwood Capital Management
California
$3.16M +$88.5K +3,310 +3%
VCM
267
Vision Capital Management
Oregon
$3.13M -$45.5K -1,700 -1%
LF
268
Lee Financial
Texas
$3.03M +$135K +5,047 +5%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$3.03M +$4.44K +166 +0.2%
PA
270
Pinnacle Associates
New York
$3.02M -$45.9K -1,717 -2%
HSA
271
HBK Sorce Advisory
Pennsylvania
$3.02M +$173K +6,473 +6%
CNFG
272
Creegan & Nassoura Financial Group
New Hampshire
$3.01M -$566K -21,154 -16%
FIBT
273
First International Bank & Trust
North Dakota
$3.01M -$401K -14,980 -12%
ACM
274
Arcataur Capital Management
Wisconsin
$3.01M -$56.6K -2,118 -2%
EFP
275
Elser Financial Planning
Indiana
$3.01M -$207K -7,733 -7%
9 10
11
12 13

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.