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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
MFA
951
Mayflower Financial Advisors
Massachusetts
$315K
HWP
952
Highline Wealth Partners
California
$314K +$288K +8,701 New
2L
953
25 LLC
Missouri
$313K +$5.58K +169 +2%
FC
954
Fusion Capital
South Carolina
$312K +$661 +20 +0.2%
CIA
955
Cascade Investment Advisors
Oregon
$311K
FPF
956
First Pacific Financial
Washington
$310K +$79.4K +2,402 +39%
JPWM
957
Jamison Private Wealth Management
Georgia
$309K +$595 +18 +0.2%
RWM
958
Revisor Wealth Management
Ohio
$308K
BBHC
959
Brown Brothers Harriman & Co
New York
$308K
HCMT
960
Highland Capital Management (Tennessee)
Tennessee
$307K
LCC
961
Lincoln Capital Corp
Rhode Island
$307K
TWM
962
Topsail Wealth Management
North Carolina
$305K +$33.7K +1,020 +14%
LA
963
Lifeworks Advisors
Michigan
$304K +$278K +8,404 New
SQA
964
Simon Quick Advisors
New Jersey
$303K +$19.5K +589 +8%
TWM
965
Triton Wealth Management
Arizona
$301K +$23.2K +702 +9%
OL
966
Owen LaRue
Kentucky
$301K +$276K +8,340 New
SSCA
967
South Shore Capital Advisors
Massachusetts
$301K +$1.72K +52 +0.6%
KOC
968
Koss-Olinger Consulting
Florida
$301K -$221K -6,684 -45%
CGFA
969
Colton Groome Financial Advisors
North Carolina
$300K
RF
970
Robinswood Financial
Washington
$298K -$23.8K -721 -8%
FVIM
971
Fort Vancouver Investment Management
Washington
$297K -$81.8K -2,475 -23%
CWM
972
CCG Wealth Management
California
$296K
BIM
973
Baldwin Investment Management
Pennsylvania
$295K +$132 +4 +0%
KeyBank National Association
974
KeyBank National Association
Ohio
$295K -$562 -17 -0.2%
BFO
975
Biltmore Family Office
North Carolina
$294K

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.