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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
AFA
876
Allium Financial Advisors
Oregon
$393K +$231 +7 +0.1%
IA
877
IFG Advisory
Georgia
$391K +$357K +10,811 New
Chevy Chase Trust
878
Chevy Chase Trust
Maryland
$390K -$25.3K -765 -7%
BRWM
879
Blue Rock Wealth Management
North Carolina
$388K -$24.9K -753 -7%
RWM
880
RBA Wealth Management
California
$385K -$60.3K -1,825 -15%
Russell Investments Group
881
Russell Investments Group
United Kingdom
$385K -$103K -3,105 -23%
VHAM
882
Van Hulzen Asset Management
California
$385K -$3.31K -100 -0.9%
PWA
883
Physician Wealth Advisors
Utah
$383K +$5.92K +179 +2%
RWIA
884
Roger Wittlin Investment Advisory
California
$383K -$90.9K -2,752 -21%
BC
885
Barnett & Company
Tennessee
$383K +$38.5K +1,166 +12%
CSP
886
Cary Street Partners
Virginia
$382K -$3.37K -102 -1%
PFGIA
887
Patriot Financial Group Insurance Agency
Massachusetts
$381K -$382K -11,555 -52%
B
888
Birchbrook
Maine
$380K
SWM
889
Spire Wealth Management
Virginia
$379K +$13.6K +412 +4%
AA
890
Armis Advisers
Georgia
$378K +$1.52K +46 +0.4%
PTCG
891
Pring Turner Capital Group
California
$377K +$52.9K +1,600 +17%
BFS
892
Bradley Foster & Sargent
Connecticut
$373K -$174K -5,266 -34%
SHA
893
Seneca House Advisors
Virginia
$371K +$25.3K +767 +8%
FL
894
FreeGulliver LLC
Louisiana
$370K +$16.5K +500 +5%
MPPHD
895
Maloon Powers Pitre Higgins & Dennehy
California
$367K +$336K +10,171 New
KA
896
KLCM Advisors
Wisconsin
$365K -$8.92K -270 -3%
IA
897
Integrity Alliance
Iowa
$363K +$87.9K +2,661 +36%
BEW
898
Burton Enright Welch
California
$358K
AssetMark Inc
899
AssetMark Inc
California
$356K +$74.5K +2,254 +30%
MWM
900
MBE Wealth Management
Wisconsin
$356K +$22.8K +690 +8%

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.