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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
BW
426
BIP Wealth
Georgia
$2.04M +$1.29M +38,997 +223%
SIG
427
Spinnaker Investment Group
California
$2.03M +$251K +7,588 +16%
SPFA
428
Summit Place Financial Advisors
New Jersey
$2.03M -$18.2K -550 -1%
AIA
429
Arcadia Investment Advisors
Idaho
$2.02M
PWW
430
Pettyjohn Wood & White
Virginia
$2M -$8.26K -250 -0.4%
BFG
431
Bouchey Financial Group
New York
$2M -$138K -4,178 -7%
HWA
432
Heartwood Wealth Advisors
Virginia
$1.98M +$260K +7,857 +17%
GWM
433
Greenhouse Wealth Management
Connecticut
$1.97M -$35.9K -1,087 -2%
NA
434
Nestegg Advisors
New York
$1.96M -$9.32K -282 -0.5%
ATI
435
ARK & TLK Investments
Oklahoma
$1.94M -$39.7K -1,201 -2%
MIA
436
Milestone Investment Advisors
Wisconsin
$1.94M -$19.4K -588 -1%
CCM
437
Coldstream Capital Management
Washington
$1.93M -$79.1K -2,394 -4%
RM
438
RCW Management
Florida
$1.93M
CA
439
Cambridge Advisors
Nebraska
$1.91M -$37.3K -1,130 -2%
SWASL
440
Spartan Wealth Advisory Services LLC
Michigan
$1.9M +$62.8K +1,900 +4%
VFA
441
Valeo Financial Advisors
Indiana
$1.9M -$8.96K -271 -0.4%
KF
442
Krilogy Financial
Missouri
$1.9M -$120K -3,626 -6%
GC
443
Grimes & Company
Massachusetts
$1.9M +$34K +1,028 +2%
CFS
444
CRA Financial Services
New Jersey
$1.89M -$17.2K -520 -1%
HA
445
HC Advisors
Georgia
$1.88M +$104K +3,150 +6%
Thrivent Financial for Lutherans
446
Thrivent Financial for Lutherans
Minnesota
$1.86M -$139K -4,194 -8%
HI
447
Harbour Investments
Wisconsin
$1.85M +$13.9K +421 +0.8%
IA
448
Intellus Advisors
Florida
$1.85M +$7.07K +214 +0.4%
CFIA
449
Cantor Fitzgerald Investment Advisors
New York
$1.84M -$9.68K -293 -0.6%
OE
450
OFS Enterprise
Nebraska
$1.83M -$44K -1,332 -3%

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.