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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
STA
801
Summit Trail Advisors
New York
$492K
IRP
802
Investment Research Partners
Pennsylvania
$490K +$21.3K +645 +5%
AIP
803
Avail Investment Partners
Pennsylvania
$489K +$20.8K +628 +5%
GCM
804
Glaxis Capital Management
Florida
$486K
AAG
805
Asset Advisory Group
New Jersey
$485K +$5.22K +158 +1%
TBA
806
Tower Bridge Advisors
Pennsylvania
$484K
TWA
807
TCI Wealth Advisors
Arizona
$484K +$60K +1,817 +16%
CI
808
Cordant Inc
Oregon
$483K +$43.2K +1,306 +11%
FWM
809
Finer Wealth Management
Massachusetts
$483K -$69.5K -2,104 -14%
SPA
810
Sentinel Pension Advisors
Massachusetts
$482K +$826 +25 +0.2%
FWCM
811
Ferguson Wellman Capital Management
Oregon
$482K +$1.88K +57 +0.4%
CP
812
Capital Planning
Washington
$479K +$34.7K +1,051 +9%
MWP
813
Meridian Wealth Partners
Pennsylvania
$479K
IFG
814
Independent Financial Group
California
$475K +$44.5K +1,346 +11%
Neuberger Berman Group
815
Neuberger Berman Group
New York
$472K -$12.5K -378 -3%
OFS
816
Opus Financial Solutions
Illinois
$471K -$1.85K -56 -0.4%
DSC
817
Daytona Street Capital
Missouri
$470K
PFA
818
Pathway Financial Advisors
Vermont
$469K
CWM
819
Cooke Wealth Management
California
$469K +$20.7K +626 +5%
CAL
820
Capital Advisors Ltd
Ohio
$468K -$79.8K -2,416 -16%
WAG
821
Windsor Advisory Group
Ohio
$468K -$1.03M -31,135 -71%
SCFS
822
Stewardship Concepts Financial Services
Washington
$465K +$26.5K +803 +7%
KCM
823
Kathmere Capital Management
Pennsylvania
$465K +$33.3K +1,009 +9%
SCM
824
Stordahl Capital Management
Colorado
$463K
SWM
825
Sendero Wealth Management
Texas
$463K +$463 +14 +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.