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Schwab U.S Small- Cap ETF

1,341 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, 502 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 (+$1.79B)

7% more funds holding

Funds holding: 1,2571,341 (+84)

1.11% more ownership

Funds ownership: 36.41%37.53% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 502

1% less funds holding in top 10

Funds holding in top 10: 7069 (-1)

Holders
1,341
Holders Change
+84
Holders Change %
+6.68%
% 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
502
Closed
39
Calls
$5.56M
Puts
Net Calls
+$5.56M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$31.4M +$704K +21,305 +3%
CST
52
Charles Schwab Trust
Nevada
$31.4M +$1.71M +51,778 +6%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$31M -$3.57M -107,939 -11%
FI
54
FIDELIS iM
Oregon
$30.4M -$246K -7,452 -0.9%
ONB
55
Old National Bancorp
Indiana
$30.3M -$1M -30,393 -3%
Goldman Sachs
56
Goldman Sachs
New York
$30M -$18.8M -569,488 -41%
CPIG
57
Chicago Partners Investment Group
Illinois
$29.5M +$1.3M +39,304 +5%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$28.4M +$378K +11,434 +1%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$28.3M +$23.1M +699,041 +842%
JF
60
Joule Financial
Kentucky
$28.1M -$659K -19,932 -3%
LWMT
61
Legacy Wealth Management (Tennessee)
Tennessee
$26.5M -$2.7M -81,682 -10%
SFA
62
Seneca Financial Advisors
New York
$25.7M +$2.63M +79,440 +13%
SFG
63
Sage Financial Group
Pennsylvania
$25.7M +$241K +7,302 +1%
WCFP
64
White & Co Financial Planning
Washington
$25.6M -$702K -21,255 -3%
ACA
65
Ascension Capital Advisors
Texas
$25.4M -$231K -6,978 -1%
WA
66
Waterford Advisors
New York
$25.4M +$586K +17,728 +3%
VWA
67
Visionary Wealth Advisors
Illinois
$23M -$5M -151,237 -19%
SFS
68
Summit Financial Strategies
Ohio
$22.9M -$3.5M -105,776 -14%
SWRP
69
Summit Wealth & Retirement Planning
California
$22.2M +$676K +20,448 +3%
SFP
70
Strategic Financial Planning
Texas
$21.9M +$20M +605,509 New
CCA
71
Clearwater Capital Advisors
Illinois
$21.8M -$722K -21,862 -4%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$21.7M +$490K +14,818 +3%
ZRP
73
Zynergy Retirement Planning
New Jersey
$20.4M -$191K -5,784 -1%
MTC
74
Matrix Trust Company
Colorado
$20M +$140K +4,243 +0.8%
Two Sigma Investments
75
Two Sigma Investments
New York
$19.8M +$18.1M +546,800 New

SCHA Hedge Fund Activity: Q2 2026 in Review

1,341 of the 8,266 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 502 trimmed.

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

  • 1,341 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.