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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
CIA
976
Cape Investment Advisory
Georgia
$147K -$1.33M -49,871 -90%
KFI
977
Key Financial Inc
Pennsylvania
$147K -$695 -26 -0.5%
PMFA
978
Plante Moran Financial Advisors
Michigan
$143K – – –
DF
979
DecisionPoint Financial
Arizona
$141K – – –
WSFS
980
Wilmington Savings Fund Society
Delaware
$140K – – –
BL
981
BFSG LLC
California
$139K -$5.78K -216 -4%
HIA
982
Harbor Investment Advisory
Maryland
$133K +$16.1K +601 +14%
BBHC
983
Brown Brothers Harriman & Co
New York
$130K -$779K -29,120 -86%
AW
984
Avion Wealth
Texas
$128K +$14.4K +540 +13%
RMP
985
Richards, Merrill & Peterson
Washington
$126K – – –
HC
986
Hurley Capital
New York
$126K +$107 +4 +0.1%
SMA
987
Sage Mountain Advisors
Georgia
$122K – – –
NIA
988
NBZ Investment Advisors
Tennessee
$122K – – –
FMII
989
Farmers & Merchants Investments Inc
Nebraska
$120K – – –
BONH
990
Bank of New Hampshire
New Hampshire
$116K – – –
HNB
991
Huntington National Bank
Ohio
$108K – – –
CT
992
Caldwell Trust
Florida
$103K +$4.12K +154 +4%
ST
993
Smithfield Trust
Pennsylvania
$102K – – –
GKIM
994
GW&K Investment Management
Massachusetts
$102K +$642 +24 +0.7%
WWM
995
Woodside Wealth Management
Massachusetts
$100K +$48.1K +1,800 +101%
SIC
996
SJS Investment Consulting
Ohio
$99K – – –
FCT
997
First Community Trust
Iowa
$97.7K – – –
CT
998
Clearstead Trust
Maine
$97.2K – – –
CTC
999
Central Trust Company
Missouri
$94.9K -$749 -28 -0.8%
RF
1000
Robbins Farley
New Hampshire
$94.2K +$21.6K +808 +31%
38 39
40
41 42

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.