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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
JWM
826
JPL Wealth Management
Colorado
$463K
MA
827
MONECO Advisors
Connecticut
$462K -$9.55K -289 -2%
GWM
828
Geneos Wealth Management
Colorado
$457K +$15K +454 +4%
CWM
829
Connecticut Wealth Management
Connecticut
$452K +$66 +2 +0%
ICP
830
Impact Capital Partners
Colorado
$452K +$1.19K +36 +0.3%
FRA
831
Front Row Advisors
California
$450K
SL
832
Summitry LLC
California
$449K -$31.7K -960 -7%
ES
833
ETF Store
Kansas
$449K -$2.78K -84 -0.7%
BA
834
Bridgewater Advisors
New York
$448K -$37.5K -1,136 -8%
SRCM
835
Signature Resources Capital Management
California
$448K -$21.4K -648 -5%
GPWA
836
Gaddis Premier Wealth Advisors
Oklahoma
$447K +$409K +12,376 New
SAG
837
SageView Advisory Group
California
$446K +$3.63K +110 +0.9%
DA
838
Drake & Associates
Wisconsin
$445K
FWM
839
Focused Wealth Management
New York
$444K -$5.35K -162 -1%
KIA
840
KCM Investment Advisors
California
$441K +$403K +12,202 New
FFM
841
Forum Financial Management
Illinois
$441K -$20.4K -616 -5%
GIP
842
Granite Investment Partners
California
$436K +$2.48K +75 +0.6%
PD
843
Planning Directions
Pennsylvania
$434K -$42.8K -1,294 -10%
BWP
844
BSW Wealth Partners
Colorado
$433K +$80.7K +2,443 +26%
RIM
845
Rockbridge Investment Management
New York
$432K +$892 +27 +0.2%
MWP
846
Madison Wealth Partners
Wisconsin
$431K +$50.9K +1,540 +15%
FA
847
Fagan Associates
New York
$428K -$9.91K -300 -2%
RRA
848
Round Rock Advisors
Connecticut
$428K +$694 +21 +0.2%
KFSN
849
Keystone Financial Services (Nebraska)
Nebraska
$428K +$66 +2 +0%
GVAG
850
Great Valley Advisor Group
Delaware
$427K -$54.8K -1,658 -12%

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.