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Schwab U.S Small- Cap ETF
SCHA

1,165 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 418 increasing their positions, 476 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $6.04B → $6.7B (+$665M)

9% more funds holding in top 10

Funds holding in top 10: 53 → 58 (+5)

2% more funds holding

Funds holding: 1,137 → 1,165 (+28)

2.05% less ownership

Funds ownership: 34.8% → 32.75% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 476

Holders
1,165
Holders Change
+28
Holders Change %
+2.46%
% of All Funds
15.29%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.76%
New
89
Increased
418
Reduced
476
Closed
37
Calls
$2.83M
Puts
–
Net Calls
+$2.83M
Net Calls Change
+$1.32M

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$56M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$28.5M
3
NYLIM
New York Life Investment Management
New York
+$21.8M
4
KAS
Kestra Advisory Services
Texas
+$21.2M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$20.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$46.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.1M
3
SEI Investments
SEI Investments
Pennsylvania
-$21.1M
4
FI
FIDELIS iM
Oregon
-$15.3M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
851
Mainstay Capital Management
Michigan
$270K -$259K -9,694 -50%
FIA
852
FPC Investment Advisory
California
$269K – – –
FC
853
Financial Consulate
Maryland
$269K +$258K +9,634 New
PCMC
854
Paragon Capital Management (Colorado)
Colorado
$269K – – –
LI
855
Lafayette Investments
Maryland
$268K -$6.31K -236 -2%
GCA
856
Genesee Capital Advisors
New York
$267K -$127K -4,744 -33%
CWM
857
Castle Wealth Management
Florida
$266K – – –
SMC
858
Smith, Moore & Co
Missouri
$264K +$23.9K +893 +10%
DBRC
859
D.B. Root & Company
Pennsylvania
$264K +$5.54K +207 +2%
RIA
860
Regal Investment Advisors
Michigan
$264K +$253K +9,451 New
RIS
861
Retirement Income Solutions
Michigan
$262K – – –
KWS
862
Keystone Wealth Services
California
$261K – – –
PTCG
863
Pring Turner Capital Group
California
$261K – – –
VC
864
Veery Capital
Delaware
$261K -$15.7K -587 -6%
WI
865
Wedgewood Investors
Pennsylvania
$261K -$3.9K -146 -2%
CAM
866
Clark Asset Management
New Hampshire
$260K -$151K -5,653 -38%
FFM
867
Forum Financial Management
Illinois
$260K +$348 +13 +0.1%
GPWM
868
Grant Private Wealth Management
California
$260K +$249K +9,312 New
OIA
869
Optimum Investment Advisors
Illinois
$259K +$4.52K +169 +2%
VA
870
VestGen Advisors
Illinois
$259K +$248K +9,273 New
IFG
871
Independent Financial Group
California
$257K +$247K +9,227 New
NCM
872
Northwest Capital Management
Oregon
$257K -$384K -14,368 -61%
MWM
873
MBE Wealth Management
Wisconsin
$256K – – –
APA
874
Astoria Portfolio Advisors
New York
$256K +$321 +12 +0.1%
MMA
875
Miracle Mile Advisors
California
$256K +$11.4K +425 +5%
33 34
35
36 37

SCHA Hedge Fund Activity: Q3 2025 in Review

1,165 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2025, worth a combined $6.7B — up 11% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SCHA positions and 37 closed out — a net gain of 52 holders — while 418 added to existing stakes and 476 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $56M. The largest seller was Bank of America, cutting an estimated $46.5M.

  • 1,165 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2025, up from 1,137 in Q2 2025.
  • Funds reported $6.7B of Schwab U.S Small- Cap ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 89 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2025 and 37 closed out, a net change of +52 holders.
  • The largest Schwab U.S Small- Cap ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $56M added.
  • The largest Schwab U.S Small- Cap ETF seller in Q3 2025 was Bank of America, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2025.