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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
LFG
726
Leverty Financial Group
Wisconsin
$618K -$8.56K -259 -1%
3FI
727
3 Factor Indexing
California
$616K -$422K -12,762 -43%
QWM
728
Quadcap Wealth Management
Texas
$613K +$20.4K +618 +4%
FAG
729
Fortitude Advisory Group
Washington
$611K +$66 +2 +0%
CFM
730
Compass Financial Management
Florida
$604K +$552K +16,711 New
TWM
731
Thrive Wealth Management
Pennsylvania
$603K -$30.1K -911 -5%
WAM
732
Worth Asset Management
Texas
$602K +$312K +9,440 +131%
CCG
733
Chatham Capital Group
Georgia
$602K
PMSA
734
Patrick M. Sweeney & Associates
Illinois
$601K +$34.8K +1,052 +7%
JLBC
735
J.L. Bainbridge & Co
Florida
$600K -$51.7K -1,566 -9%
APG
736
Abacus Planning Group
South Carolina
$598K -$1.26K -38 -0.2%
SA
737
Stewardship Advisors
Pennsylvania
$596K -$47.8K -1,447 -8%
S
738
SignatureFD
Georgia
$594K +$71.4K +2,160 +15%
FLPIM
739
F.L. Putnam Investment Management
Massachusetts
$593K -$30.4K -920 -5%
GCM
740
Gambit Capital Management
Tennessee
$593K -$5.95K -180 -1%
RSWA
741
Robinson Smith Wealth Advisors
Maine
$591K +$540K +16,355 New
TAM
742
Townsend Asset Management
North Carolina
$589K +$33 +1 +0%
CG
743
Cynosure Group
Utah
$587K -$3.45M -104,511 -87%
SWM
744
Silverlake Wealth Management
Vermont
$587K +$10.4K +316 +2%
MFF
745
Michels Family Financial
Texas
$586K +$1.42K +43 +0.3%
RIG
746
RiverFront Investment Group
Virginia
$586K +$1.82K +55 +0.3%
Fisher Asset Management
747
Fisher Asset Management
Washington
$585K -$826K -25,006 -61%
OAM
748
Oppenheimer Asset Management
New York
$583K -$17.6K -532 -3%
CFO
749
Callan Family Office
Pennsylvania
$582K +$51.2K +1,550 +11%
LIA
750
LBMC Investment Advisors
Tennessee
$581K

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.