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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
WF
376
Whelan Financial
California
$2.51M -$70.3K -2,128 -3%
CAG
377
Compass Advisory Group
New York
$2.51M -$7.83K -237 -0.3%
B
378
Bailard
California
$2.5M +$33 +1 +0%
MI
379
Moneywise Inc
Virginia
$2.49M -$280K -8,484 -11%
MFT
380
Moisand Fitzgerald Tamayo
Florida
$2.49M -$51.4K -1,556 -2%
BWM
381
Blossom Wealth Management
California
$2.49M -$8.1K -245 -0.4%
SFWA
382
Summit Financial Wealth Advisors
Louisiana
$2.47M +$15.8K +479 +0.7%
LHEI
383
Leo H. Evart Inc
California
$2.45M -$65.3K -1,975 -3%
BCWM
384
Bartlett & Co Wealth Management
Ohio
$2.44M
VWA
385
VSM Wealth Advisory
Maryland
$2.44M +$15.1K +458 +0.7%
LCM
386
Leisure Capital Management
California
$2.43M -$2.04M -61,755 -48%
OPWM
387
Oakwell Private Wealth Management
Texas
$2.42M -$18.2K -550 -0.8%
SP
388
SWS Partners
Ohio
$2.41M -$70.9K -2,145 -3%
PSCM
389
Per Stirling Capital Management
Texas
$2.39M -$4.96K -150 -0.2%
LC
390
LTG Capital
Massachusetts
$2.38M -$5.39K -163 -0.2%
VVP
391
Venture Visionary Partners
Ohio
$2.37M -$227K -6,869 -9%
FFG
392
Fortune Financial Group
Florida
$2.37M +$2.16M +65,479 New
AWM
393
Axxcess Wealth Management
California
$2.36M +$2.16M +65,341 New
FSAG
394
Financial Solutions Advisory Group
Illinois
$2.35M +$28.4K +859 +1%
MPCA
395
Madison Park Capital Advisors
Washington
$2.35M -$1.22K -37 -0.1%
WIM
396
Warwick Investment Management
Texas
$2.34M +$3.87K +117 +0.2%
DWM
397
Dakota Wealth Management
Florida
$2.31M -$30.8K -933 -1%
EFG
398
Everhart Financial Group
Ohio
$2.31M -$245K -7,427 -10%
WFA
399
WJ Financial Advisors
Connecticut
$2.31M -$13.9K -420 -0.7%
VCP
400
Vista Capital Partners
Oregon
$2.3M -$2.02K -61 -0.1%

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.