Schwab U.S Small- Cap ETF
SCHA
1,137 hedge funds and large institutions have $6.04B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 102 funds opening new positions, 448 increasing their positions, 421 reducing their positions, and 84 closing their positions.
21% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 84
12% more capital invested
Capital invested by funds: $5.39B → $6.04B (+$647M)
6% more repeat investments, than reductions
Existing positions increased: 448 | Existing positions reduced: 421
0.78% more ownership
Funds ownership: 34.03% → 34.8% (+0.78%)
0% more funds holding
Funds holding: 1,136 → 1,137 (+1)
7% less funds holding in top 10
Funds holding in top 10: 57 → 53 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$167M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$44.2M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$27.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$22.7M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
-$55.2M |
| 2 |
Goldman Sachs
New York
|
-$30.1M |
| 3 |
Cerity Partners
New York
|
-$21.1M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
-$21M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$17.8M |
SCHA Hedge Fund Activity: Q2 2025 in Review
1,137 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q2 2025, worth a combined $6.04B — up 12% from $5.39B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SCHA positions and 84 closed out — a net gain of 18 holders — while 448 added to existing stakes and 421 trimmed.
The largest buyer was Empower Advisory Group, adding an estimated $167M. The largest seller was Natixis Advisors, cutting an estimated $55.2M.
- 1,137 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q2 2025, up from 1,136 in Q1 2025.
- Funds reported $6.04B of Schwab U.S Small- Cap ETF stock for Q2 2025, up 12% quarter-over-quarter.
- 102 funds opened new Schwab U.S Small- Cap ETF positions in Q2 2025 and 84 closed out, a net change of +18 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q2 2025 was Empower Advisory Group, an estimated $167M added.
- The largest Schwab U.S Small- Cap ETF seller in Q2 2025 was Natixis Advisors, an estimated $55.2M sold.
Based on aggregated 13F filings for Q2 2025.