We are live on ! Find out more
SCHA icon

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
LA
926
LexAurum Advisors
Kansas
$336K -$29K -877 -9%
FMN
927
Financial Management Network
California
$332K +$859 +26 +0.3%
JFGLC
928
Johnson Financial Group LLC (Colorado)
Colorado
$332K -$32.2K -975 -10%
MCM
929
Mainstay Capital Management
Michigan
$331K -$17.2K -520 -5%
VC
930
Veery Capital
Delaware
$331K -$2.12K -64 -0.7%
PAM
931
Palisade Asset Management
Minnesota
$330K
FCC
932
Flower City Capital
New York
$329K
WFP
933
Wrenne Financial Planning
Kentucky
$329K -$106K -3,208 -26%
SWM
934
Selective Wealth Management
Virginia
$329K -$9.22K -279 -3%
EWA
935
Emergent Wealth Advisors
New York
$329K +$1.72K +52 +0.6%
APA
936
Astoria Portfolio Advisors
New York
$328K +$363 +11 +0.1%
FC
937
FCA Corp
Texas
$328K -$3.14K -95 -1%
S
938
Sachetta
Massachusetts
$325K -$18.2K -550 -6%
GAM
939
Gotham Asset Management
New York
$325K
OWP
940
Obermeyer Wealth Partners
Colorado
$324K +$49.6K +1,502 +20%
CPA
941
Cathy Pareto & Associates
Florida
$322K -$24.4K -737 -8%
AT
942
American Trust
Kentucky
$321K +$16.5K +500 +6%
SDJVC
943
St. Denis J. Villere & Co
Louisiana
$321K +$294K +8,886 New
C1AG
944
Client 1st Advisory Group
Florida
$321K -$60.8K -1,840 -17%
AWMT
945
AAFMAA Wealth Management & Trust
North Carolina
$320K
CICC
946
Capital Investment Counsel (Colorado)
Colorado
$320K +$4.72K +143 +2%
HPA
947
High Probability Advisors
New York
$319K
CCC
948
Compass Capital Corp
Massachusetts
$318K -$157K -4,757 -34%
GWCM
949
Godshalk Welsh Capital Management
Pennsylvania
$318K
LPT
950
Legacy Private Trust
Wisconsin
$318K -$2.54K -77 -0.9%

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.