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Schwab U.S Small- Cap ETF

1,342 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, 503 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 (+$1.8B)

7% more funds holding

Funds holding: 1,2571,342 (+85)

1.15% more ownership

Funds ownership: 36.41%37.56% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 503

1% less funds holding in top 10

Funds holding in top 10: 7069 (-1)

Holders
1,342
Holders Change
+85
Holders Change %
+6.76%
% 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
503
Closed
39
Calls
$5.56M
Puts
Net Calls
+$5.56M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
326
MeadowBrook Investment Advisors
Michigan
$3.17M +$306K +9,265 +12%
JFG
327
Juno Financial Group
Virginia
$3.14M -$12.3K -372 -0.4%
WCM
328
Winthrop Capital Management
Indiana
$3.12M +$9.35K +283 +0.3%
MMCM
329
Murphy & Mullick Capital Management
New York
$3.12M -$5.82K -176 -0.2%
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$3.11M +$59K +1,784 +2%
FTUS
331
Flow Traders U.S.
New York
$3.1M +$2.83M +85,752 New
CWM
332
CMH Wealth Management
New Hampshire
$3.09M +$99.1K +3,000 +4%
TPCW
333
TD Private Client Wealth
New York
$3.09M +$533K +16,127 +23%
GRP
334
Global Retirement Partners
California
$3.07M +$2.81M +84,976 New
CG
335
Caprock Group
Idaho
$3.06M +$314K +9,498 +13%
NB
336
NBT Bank
New York
$3.03M -$628K -19,014 -18%
JPLA
337
Joseph P. Lucia & Associates
New York
$3.02M -$3.96K -120 -0.1%
IA
338
IF Advisors
Texas
$3M
ISWM
339
Independent Solutions Wealth Management
New York
$2.99M -$5.52K -167 -0.2%
EFG
340
Embree Financial Group
Illinois
$2.96M -$1.67M -50,394 -38%
CM
341
Columbus Macro
Pennsylvania
$2.95M +$18K +545 +0.7%
CFG
342
Citizens Financial Group
Rhode Island
$2.92M -$57.6K -1,744 -2%
SAI
343
Savvy Advisors Inc
New York
$2.92M -$121K -3,664 -4%
AIM
344
Aspen Investment Management
Michigan
$2.91M -$6.51K -197 -0.2%
FIA
345
Foundations Investment Advisors
Arizona
$2.9M +$264K +7,976 +11%
LFG
346
Larson Financial Group
Missouri
$2.9M -$47.9K -1,449 -2%
CWA
347
Consilium Wealth Advisory
Texas
$2.9M +$330 +10 +0%
PA
348
PFG Advisors
Arizona
$2.89M -$4.25M -128,509 -62%
SFMG
349
Sage Financial Management Group
Virginia
$2.86M +$9.58K +290 +0.4%
CW
350
Code Waechter
Florida
$2.81M -$56.4K -1,706 -2%

SCHA Hedge Fund Activity: Q2 2026 in Review

1,342 of the 8,272 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 503 trimmed.

The largest buyer was Savant Capital, adding an estimated $48M. The largest seller was Bank of America, cutting an estimated $27.6M.

  • 1,342 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.