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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
CAG
276
Csenge Advisory Group
Florida
$3.89M -$483K -14,602 -12%
NCM
277
Next Capital Management
New York
$3.88M -$12.2K -370 -0.3%
HSA
278
HBK Sorce Advisory
Pennsylvania
$3.86M +$15.4K +465 +0.4%
CWG
279
Cornerstone Wealth Group
North Carolina
$3.86M +$27.7K +837 +0.8%
JBI
280
John Boyer Inc
Florida
$3.86M -$42.8K -1,294 -1%
STA
281
Smith Thornton Advisors
Alabama
$3.84M +$155K +4,681 +4%
VCM
282
Vision Capital Management
Oregon
$3.81M -$112K -3,392 -3%
LBC
283
Lowe Brockenbrough & Co
Virginia
$3.81M -$118K -3,559 -3%
TI
284
Tidal Investments
Wisconsin
$3.79M +$3.47M +105,005 New
MFP
285
Meramec Financial Planners
Missouri
$3.78M -$227K -6,884 -6%
IC
286
IEQ Capital
California
$3.76M +$212K +6,402 +7%
PAYA
287
Phil A. Younker & Associates
Alaska
$3.75M
AOWM
288
Alpha Omega Wealth Management
Virginia
$3.73M +$1.82K +55 +0.1%
EW
289
Element Wealth
Mississippi
$3.72M -$10.4K -316 -0.3%
William Blair & Company
290
William Blair & Company
Illinois
$3.66M +$789K +23,889 +31%
GFP
291
Guardian Financial Partners
California
$3.63M -$97.5K -2,950 -3%
AWM
292
Avior Wealth Management
Nebraska
$3.63M -$1.49M -45,204 -31%
LIM
293
Leavell Investment Management
Alabama
$3.6M -$93.7K -2,834 -3%
PGFC
294
Peapack-Gladstone Financial Corp
New Jersey
$3.59M +$69.4K +2,101 +2%
AIA
295
Accelerate Investment Advisors
California
$3.59M -$174K -5,259 -5%
ACM
296
Arcataur Capital Management
Wisconsin
$3.58M -$66.9K -2,024 -2%
DADC
297
D.A. Davidson & Co
Montana
$3.54M +$2.69M +81,451 +495%
MA
298
McBroom & Associates
Nevada
$3.51M +$3.21M +97,078 New
ACG
299
Allen Capital Group
Nebraska
$3.49M +$436K +13,184 +16%
EFP
300
Elser Financial Planning
Indiana
$3.49M -$77.1K -2,332 -2%

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.