We are live on ! Find out more
SCHA icon

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
CW
776
CreativeOne Wealth
Kansas
$539K -$11.8K -358 -2%
IIA
777
Integrity Investment Advisors
Colorado
$538K +$595 +18 +0.1%
BIA
778
Bigelow Investment Advisors
Maine
$537K -$47.2K -1,427 -9%
RWA
779
Redhawk Wealth Advisors
Minnesota
$537K -$120K -3,627 -20%
WCFA
780
Walkner Condon Financial Advisors
Wisconsin
$535K +$84.5K +2,556 +21%
CA
781
Continuum Advisory
Idaho
$535K -$7.2K -218 -1%
EK
782
Evensky & Katz
Florida
$534K -$36.2K -1,096 -7%
FCP
783
Fidelis Capital Partners
Florida
$534K
FCU
784
Financial Concepts Unlimited
Maine
$533K +$1.52K +46 +0.3%
RA
785
Ruggaard & Associates
Ohio
$531K
XWL
786
XXI Wealth LLC
Illinois
$527K
HWA
787
HCR Wealth Advisors
California
$526K +$66 +2 +0%
JWM
788
Jeppson Wealth Management
California
$526K -$6.61K -200 -1%
SWA
789
Sax Wealth Advisors
New Jersey
$524K +$347K +10,513 +140%
AWA
790
Arkadios Wealth Advisors
Georgia
$517K -$45.7K -1,382 -9%
HWA
791
Heritage Wealth Architects
Minnesota
$516K -$9.75K -295 -2%
CCA
792
Clarity Capital Advisors
Florida
$515K +$1.35K +41 +0.3%
BFG
793
Berger Financial Group
Minnesota
$514K +$66 +2 +0%
KF
794
Ketron Financial
California
$513K +$12K +363 +3%
APW
795
Aurora Private Wealth
New Jersey
$511K -$1.39K -42 -0.3%
American Century Companies
796
American Century Companies
Missouri
$506K -$2.82M -85,263 -86%
SMA
797
Seven Mile Advisory
New Jersey
$506K
FMWA
798
Forvis Mazars Wealth Advisors
Missouri
$504K +$71.3K +2,157 +18%
SSA
799
Sierra Summit Advisors
Nevada
$499K
PA
800
Planning Alternatives
Michigan
$495K -$6.44K -195 -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.