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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
CWA
901
Crusonia Wealth Advisors
Colorado
$354K +$23.8K +721 +8%
CSI
902
Cross Staff Investments
New York
$353K +$33 +1 +0%
CGA
903
Crescent Grove Advisors
Illinois
$351K
BIG
904
Builder Investment Group
Georgia
$350K
PWM
905
Parkshore Wealth Management
California
$350K -$5.88K -178 -2%
RF
906
Robbins Farley
New Hampshire
$350K +$27.5K +832 +9%
Vanguard National Trust
907
Vanguard National Trust
Pennsylvania
$348K
FFA
908
First Foundation Advisors
California
$347K
CAI
909
Capital Advisors Inc
Oklahoma
$347K -$39.9K -1,208 -11%
CA
910
Capital Advantage
California
$346K +$991 +30 +0.3%
RPA
911
Rock Point Advisors
Vermont
$346K -$8.26K -250 -3%
JIC
912
Joel Isaacson & Co
New York
$346K -$3.77K -114 -1%
EFG
913
Everest Financial Group
Minnesota
$346K -$4.76K -144 -1%
PPWM
914
Perissos Private Wealth Management
Oklahoma
$345K +$297 +9 +0.1%
OFA
915
Orographic Financial Advisors
Colorado
$345K
CWM
916
Castle Wealth Management
Florida
$345K
PWA
917
Pitcairn Wealth Advisors
Pennsylvania
$344K +$315K +9,534 New
LI
918
Lafayette Investments
Maryland
$342K -$4.03K -122 -1%
FCM
919
Flagship Capital Management
Pennsylvania
$340K +$4.56K +138 +1%
LNWTC
920
Laird Norton Wetherby Trust Company
Washington
$340K -$25.2K -762 -8%
MAG
921
Mayfair Advisory Group
Alabama
$339K +$793 +24 +0.2%
CAG
922
Crestwood Advisors Group
Massachusetts
$339K +$5.39K +163 +2%
SAM
923
Sawgrass Asset Management
Florida
$338K
WI
924
Wedgewood Investors
Pennsylvania
$338K
AW
925
Alteri Wealth
California
$337K -$3.63K -110 -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.