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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
BFM
951
Broadview Financial Management
Wisconsin
$202K +$194K +7,237 New
NSG
952
Nalls Sherbakoff Group
Tennessee
$202K +$7.11K +266 +4%
IPA
953
Investment Planning Advisors
Georgia
$201K -$84.2K -3,149 -30%
EWM
954
Evercore Wealth Management
New York
$201K +$192K +7,194 New
GWAM
955
Guardian Wealth Advisors (Minnesota)
Minnesota
$201K +$192K +7,190 New
BTI
956
Blue Trust Inc
Georgia
$199K +$29.2K +1,091 +18%
PB
957
Pinnacle Bancorp
Nebraska
$192K -$22.4K -839 -11%
RF
958
Robinswood Financial
Washington
$190K +$107 +4 +0.1%
FPF
959
First Pacific Financial
Washington
$190K +$562 +21 +0.3%
PCM
960
Palouse Capital Management
Washington
$185K -$3.69K -138 -2%
SWM
961
Spire Wealth Management
Virginia
$185K +$1.74K +65 +1%
AssetMark Inc
962
AssetMark Inc
California
$181K +$39.8K +1,488 +30%
SWP
963
Strategic Wealth Partners
Ohio
$181K +$145K +5,428 +520%
ECM
964
Elgethun Capital Management
South Dakota
$180K -$46.9K -1,755 -21%
BFPW
965
BOK Financial Private Wealth
Colorado
$179K – – –
RCM
966
Richardson Capital Management
Wisconsin
$175K -$14.3K -534 -8%
MNA
967
Manning & Napier Advisors
New York
$169K +$159K +5,948 +4,683%
PG
968
Proffitt & Goodson
Tennessee
$168K +$2.67K +100 +2%
MAFA
969
MJT & Associates Financial Advisory
Minnesota
$167K -$51.2K -1,916 -24%
TIM
970
Thompson Investment Management
Wisconsin
$158K +$31.7K +1,186 +26%
ATC
971
Advantage Trust Company
Kansas
$157K -$85.6K -3,200 -36%
ACM
972
Anfield Capital Management
California
$156K +$27 +1 +0%
FW
973
Fairway Wealth
Ohio
$151K – – –
CIAS
974
Capital Investment Advisory Services
North Carolina
$148K -$4.47K -167 -3%
AA
975
Ancora Advisors
Ohio
$148K -$11.8K -441 -8%
37 38
39
40 41

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.