We are live on ! Find out more
SCHA icon

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
NB
276
NBT Bank
New York
$2.96M -$595K -22,246 -21%
SEIA
277
Signature Estate & Investment Advisors
California
$2.95M -$147K -5,481 -5%
SC
278
Sykon Capital
New York
$2.94M +$2.82M +105,407 New
Citadel Advisors
279
Citadel Advisors
Florida
$2.94M +$737K +27,557 +35%
STA
280
Smith Thornton Advisors
Alabama
$2.93M +$81.6K +3,050 +3%
CG
281
Cynosure Group
Utah
$2.93M +$971K +36,299 +53%
WP
282
WealthShield Partners
North Carolina
$2.92M -$39.5K -1,479 -1%
LIM
283
Leavell Investment Management
Alabama
$2.92M -$149K -5,565 -5%
CCA
284
Cobblestone Capital Advisors
New York
$2.92M +$5.99K +224 +0.2%
Natixis Advisors
285
Natixis Advisors
Massachusetts
$2.91M +$330K +12,346 +13%
EW
286
Element Wealth
Mississippi
$2.91M -$122K -4,572 -4%
FG
287
Foster Group
Iowa
$2.89M +$110K +4,115 +4%
VCM
288
Virtue Capital Management
Tennessee
$2.89M +$119K +4,441 +11%
HG
289
Harbor Group
New Hampshire
$2.89M -$103K -3,838 -4%
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$2.88M +$49.2K +1,840 +2%
AOWM
291
Alpha Omega Wealth Management
Virginia
$2.88M -$34K -1,270 -1%
1IA
292
1834 Investment Advisors
Wisconsin
$2.86M +$211K +7,901 +8%
SF
293
Summit Financial
New Jersey
$2.84M +$108K +4,025 +4%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$2.83M -$183K -6,837 -6%
CFG
295
Citizens Financial Group
Rhode Island
$2.8M +$36.6K +1,367 +1%
AIA
296
Accelerate Investment Advisors
California
$2.79M +$217K +8,120 +9%
CMBA
297
C.M. Bidwell & Associates
Hawaii
$2.75M +$54.1K +2,025 +2%
SFG
298
Sunburst Financial Group
Alabama
$2.75M -$24.3K -907 -0.9%
FWA
299
FSM Wealth Advisors
Ohio
$2.74M -$51.9K -1,941 -2%
CG
300
Caprock Group
Idaho
$2.72M +$2.66M +99,489 New
10 11
12
13 14

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.