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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
FCM
326
Firestone Capital Management
Florida
$2.31M +$69.6K +2,603 +3%
FFA
327
Farther Finance Advisors
California
$2.28M -$268K -10,018 -11%
BCI
328
Brinker Capital Investments
Pennsylvania
$2.28M +$81.5K +3,047 +4%
CW
329
Code Waechter
Florida
$2.27M -$253K -9,458 -10%
BFA
330
Bluestem Financial Advisors
Illinois
$2.25M -$8.74K -327 -0.4%
SAI
331
Savvy Advisors Inc
New York
$2.25M +$258K +9,641 +14%
CWA
332
Consilium Wealth Advisory
Texas
$2.24M -$137K -5,122 -6%
AIM
333
Aspen Investment Management
Michigan
$2.23M +$3.37K +126 +0.2%
PIA
334
Panoramic Investment Advisors
Colorado
$2.23M +$374K +13,998 +21%
NFG
335
Northeast Financial Group
Pennsylvania
$2.21M -$346K -12,922 -14%
AIS
336
American Investment Services
Massachusetts
$2.21M – – –
PCG
337
Prosperity Consulting Group
Maryland
$2.2M -$1.56M -58,518 -43%
QCM
338
Quantinno Capital Management
New York
$2.18M +$680K +25,433 +48%
AWE
339
Avidian Wealth Enterprises
Texas
$2.18M +$8.42K +315 +0.4%
EFG
340
Everhart Financial Group
Ohio
$2.17M -$1.82K -68 -0.1%
TWG
341
The Wealth Group
Minnesota
$2.16M -$42K -1,569 -2%
BlackRock
342
BlackRock
New York
$2.15M +$1.55M +57,956 +301%
IWM
343
IHT Wealth Management
Illinois
$2.15M -$211K -7,908 -9%
SFMG
344
Sage Financial Management Group
Virginia
$2.14M -$16.5K -617 -0.8%
CM
345
Columbus Macro
Pennsylvania
$2.13M -$33.3K -1,245 -2%
Bank of Montreal
346
Bank of Montreal
Ontario, Canada
$2.12M -$799K -29,873 -28%
CAG
347
Compass Advisory Group
New York
$2.12M -$13.2K -494 -0.6%
CA
348
Clearstead Advisors
Ohio
$2.11M -$57.8K -2,162 -3%
CIP
349
Capital Insight Partners
Arizona
$2.1M +$219K +8,174 +12%
ACG
350
Allen Capital Group
Nebraska
$2.07M +$187K +7,005 +10%
12 13
14
15 16

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.