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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
CWA
901
Continuum Wealth Advisors
New York
$239K – – –
LPT
902
Legacy Private Trust
Wisconsin
$238K -$4.01K -150 -2%
AFA
903
Alpha Financial Advisors
North Carolina
$238K -$9.36K -350 -4%
FL
904
FreeGulliver LLC
Louisiana
$237K -$22.5K -841 -9%
AA
905
Alesco Advisors
New York
$237K +$2.14K +80 +1%
CIC
906
Carnegie Investment Counsel
Ohio
$237K -$7.81K -292 -3%
LCC
907
Lincoln Capital Corp
Rhode Island
$236K – – –
HWM
908
Horizons Wealth Management
North Carolina
$235K – – –
MCM
909
Mitchell Capital Management
Kansas
$235K +$8.29K +310 +4%
PIM
910
Penobscot Investment Management
Massachusetts
$234K – – –
BFO
911
Biltmore Family Office
North Carolina
$233K – – –
CGFA
912
Colton Groome Financial Advisors
North Carolina
$232K – – –
DB
913
Dravo Bay
Delaware
$230K -$29.7K -1,112 -12%
VCA
914
Verdence Capital Advisors
Maryland
$230K -$428 -16 -0.2%
AWA
915
Arkadios Wealth Advisors
Georgia
$229K +$220K +8,223 New
BIM
916
Baldwin Investment Management
Pennsylvania
$227K +$134 +5 +0.1%
Pathstone Holdings
917
Pathstone Holdings
New Jersey
$227K +$217K +8,125 New
KA
918
Kozak & Associates
Colorado
$226K +$722 +27 +0.3%
DPI
919
Diversified Portfolios Inc
Michigan
$225K +$27 +1 +0%
NA
920
Nottingham Advisors
New York
$225K -$27 -1 -0%
GBFP
921
Golden Bell Financial Planning
Georgia
$224K – – –
SB
922
Strategic Blueprint
Georgia
$223K +$214K +7,997 New
KSWA
923
Kathleen S. Wright Associates
Pennsylvania
$223K -$7.41K -277 -3%
NSIM
924
North Star Investment Management
Illinois
$223K +$160 +6 +0.1%
PMG
925
Private Management Group
California
$221K +$212K +7,922 New
35 36
37
38 39

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.