We are live on ! Find out more
SCHA icon

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
NDSI
251
Newman Dignan & Sheerar Inc
Rhode Island
$4.57M -$363 -11 -0%
GG
252
Gleason Group
Kentucky
$4.51M +$28.9K +875 +0.7%
CWMS
253
CFG Wealth Management Services
Indiana
$4.39M
WIA
254
World Investment Advisors
California
$4.37M -$4.1K -124 -0.1%
CB
255
Community Bank
New York
$4.36M -$430 -13 -0%
BP
256
Broadleaf Partners
Ohio
$4.33M +$57.2K +1,730 +1%
LF
257
Lee Financial
Texas
$4.32M +$188K +5,701 +5%
VNA
258
Valley National Advisers
Pennsylvania
$4.3M +$102K +3,097 +3%
BCM
259
Boltwood Capital Management
California
$4.26M -$3.8K -115 -0.1%
KHC
260
Koesten Hirschmann & Crabtree
Kansas
$4.24M -$19.5K -591 -0.5%
CAL
261
Capital Analysts LLC
Pennsylvania
$4.24M +$37.7K +1,142 +1%
ACA
262
Aptus Capital Advisors
Alabama
$4.24M -$32.3K -978 -0.8%
MF
263
Midwestern Financial
Iowa
$4.21M +$403K +12,194 +12%
1IA
264
1834 Investment Advisors
Wisconsin
$4.2M +$605K +18,316 +19%
PAG
265
Private Advisor Group
New Jersey
$4.14M -$2.11M -63,994 -36%
PAI
266
Pittenger & Anderson Inc
Nebraska
$4.13M +$28.8K +872 +0.8%
AC
267
AlphaCore Capital
California
$4.13M -$41.1K -1,243 -1%
CFA
268
Cahill Financial Advisors
Minnesota
$4.09M -$151K -4,576 -4%
FG
269
Foster Group
Iowa
$4.05M +$23K +696 +0.6%
VFS
270
Valpey Financial Services
New Hampshire
$4.02M -$345K -10,449 -9%
FVWA
271
Foster Victor Wealth Advisors
South Carolina
$4.02M -$545K -16,492 -12%
GRWP
272
Green Ridge Wealth Planning
New Jersey
$3.99M +$3.65M +110,320 New
SF
273
Summit Financial
New Jersey
$3.97M +$288K +8,717 +9%
PFWA
274
Paces Ferry Wealth Advisors
Georgia
$3.91M -$76.3K -2,309 -2%
TSWM
275
Triangle Securities Wealth Management
North Carolina
$3.9M -$174K -5,251 -5%

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.