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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
Bank of Montreal
351
Bank of Montreal
Ontario, Canada
$2.79M -$118K -3,562 -4%
CA
352
Clearstead Advisors
Ohio
$2.78M -$12.1K -365 -0.5%
CH
353
CDKV Holdings
Colorado
$2.78M +$15.2K +461 +0.6%
HF
354
HRT Financial
New York
$2.78M +$2.54M +76,927 New
DCM
355
Dorato Capital Management
Colorado
$2.77M +$26.9K +814 +1%
AO
356
Advisor OS
Illinois
$2.76M +$91.7K +2,776 +4%
BFA
357
Bluestem Financial Advisors
Illinois
$2.74M -$61.1K -1,848 -2%
RSWM
358
Robertson Stephens Wealth Management
California
$2.73M +$24.2K +731 +1%
AIS
359
American Investment Services
Massachusetts
$2.73M -$30.2K -915 -1%
CBU
360
CIBC Bancorp USA
Illinois
$2.73M +$50.3K +1,521 +2%
HMS
361
Hanseatic Management Services
New Mexico
$2.72M -$82.7K -2,504 -3%
TWG
362
The Wealth Group
Minnesota
$2.7M +$694 +21 +0%
BWP
363
Balboa Wealth Partners
Arizona
$2.69M +$1.96M +59,252 +392%
AWE
364
Avidian Wealth Enterprises
Texas
$2.67M -$29.2K -884 -1%
PMG
365
ProVise Management Group
Florida
$2.67M -$678K -20,510 -22%
ATPW
366
Ashton Thomas Private Wealth
Arizona
$2.64M +$152K +4,614 +7%
JE
367
Jacobs Equity
Utah
$2.63M +$257K +7,792 +12%
IWMA
368
Ironwood Wealth Management (Arizona)
Arizona
$2.63M -$637K -19,285 -21%
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$2.62M -$27.2K -824 -1%
EPM
370
Elm Partners Management
Pennsylvania
$2.6M +$57.1K +1,728 +2%
JWA
371
JFS Wealth Advisors
Pennsylvania
$2.59M +$363 +11 +0%
SFC
372
Strategic Financial Concepts
Texas
$2.57M -$57.9K -1,752 -2%
BCI
373
Brinker Capital Investments
Pennsylvania
$2.55M -$69.8K -2,111 -3%
NHC
374
Nicholas Hoffman & Company
Georgia
$2.53M +$793 +24 +0%
AAS
375
Ameritas Advisory Services
Nebraska
$2.52M -$254K -7,686 -10%

SCHA Hedge Fund Activity: Q2 2026 in Review

1,342 of the 8,274 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.