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Schwab U.S Small- Cap ETF

1,341 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, 502 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 (+$1.79B)

7% more funds holding

Funds holding: 1,2571,341 (+84)

1.11% more ownership

Funds ownership: 36.41%37.53% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 502

1% less funds holding in top 10

Funds holding in top 10: 7069 (-1)

Holders
1,341
Holders Change
+84
Holders Change %
+6.68%
% 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
502
Closed
39
Calls
$5.56M
Puts
Net Calls
+$5.56M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$19.5M -$795K -24,056 -4%
BSB
77
Bangor Savings Bank
Maine
$18.7M -$773K -23,400 -4%
OIA
78
OneDigital Investment Advisors
Kansas
$18.4M +$3.79M +114,818 +29%
IAS
79
IMA Advisory Services
Colorado
$17.9M +$422K +12,767 +3%
JP Morgan Chase
80
JP Morgan Chase
New York
$17.9M -$6.32M -191,296 -28%
MCM
81
MAI Capital Management
Ohio
$17.6M +$827K +25,028 +5%
Janney Montgomery Scott
82
Janney Montgomery Scott
Pennsylvania
$17.5M +$12M +362,645 +295%
RWM
83
RKL Wealth Management
Pennsylvania
$17.4M -$185K -5,598 -1%
HWA
84
HHM Wealth Advisors
Tennessee
$17.3M +$476K +14,408 +3%
PCIA
85
Prime Capital Investment Advisors
Kansas
$17.3M -$275K -8,332 -2%
NSAM
86
North Star Asset Management
Wisconsin
$17.1M +$447K +13,535 +3%
AQR Capital Management
87
AQR Capital Management
Connecticut
$16.8M +$3.73M +112,894 +32%
SJIM
88
St. Johns Investment Management
Florida
$15.6M -$307K -9,287 -2%
MML Investors Services
89
MML Investors Services
Massachusetts
$15.5M +$1.62M +48,969 +13%
AP
90
Appleton Partners
Massachusetts
$15.1M -$694K -21,010 -5%
Lido Advisors
91
Lido Advisors
California
$15M -$539K -16,323 -4%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$15M +$1.27M +38,413 +10%
EWM
93
Empirical Wealth Management
Washington
$15M -$491K -14,854 -3%
SWA
94
Sightline Wealth Advisors
Connecticut
$14.8M +$603K +18,244 +5%
US Bancorp
95
US Bancorp
Minnesota
$14.8M +$20.1K +607 +0.1%
MTIC
96
Missouri Trust & Investment Company
Missouri
$14.8M -$255K -7,716 -2%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$14.7M +$3.97M +120,162 +42%
CKAIS
98
Christensen King & Associates Investment Services
Washington
$14.7M -$317K -9,603 -2%
TWM
99
Tradition Wealth Management
Minnesota
$14.6M +$13.5K +408 +0.1%
IWC
100
Integrated Wealth Concepts
Massachusetts
$14.6M +$3.03M +91,725 +29%

SCHA Hedge Fund Activity: Q2 2026 in Review

1,341 of the 8,266 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 502 trimmed.

The largest buyer was Savant Capital, adding an estimated $48M. The largest seller was Bank of America, cutting an estimated $27.6M.

  • 1,341 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.