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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
PCS
976
Private Client Services
Kentucky
$294K +$269K +8,134 New
CIA
977
Compass Ion Advisors
Pennsylvania
$293K -$12.7K -384 -5%
AA
978
Ancora Advisors
Ohio
$293K +$11.5K +348 +4%
GBFP
979
Golden Bell Financial Planning
Georgia
$291K
FW
980
Fairway Wealth
Ohio
$291K +$231 +7 +0.1%
CSA
981
Cottage Street Advisors
Massachusetts
$288K +$264K +7,983 New
AWP
982
Astra Wealth Partners
New Jersey
$288K +$4.1K +124 +2%
BI
983
Breachway Investments
Rhode Island
$288K -$2.69M -81,397 -91%
HWM
984
Heirloom Wealth Management
Colorado
$286K
PMG
985
Private Management Group
California
$286K
FBC
986
Fairfield, Bush & Co
Connecticut
$286K +$12.5K +377 +5%
MNA
987
Manning & Napier Advisors
New York
$286K
GWM
988
GSB Wealth Management
Connecticut
$285K +$463 +14 +0.2%
AF
989
Apollon Financial
South Carolina
$285K +$9.91K +300 +4%
FWTB
990
First Western Trust Bank
Colorado
$285K +$260K +7,877 New
HFP
991
Holistic Financial Partners
Indiana
$284K +$628 +19 +0.2%
HNB
992
Huntington National Bank
Ohio
$282K
FCH
993
Freestone Capital Holdings
Washington
$282K +$25.1K +760 +11%
MCM
994
Mitchell Capital Management
Kansas
$281K -$8.39K -254 -3%
AL
995
ADE LLC
Maryland
$279K
NSIM
996
North Star Investment Management
Illinois
$277K -$2.21K -67 -0.9%
SAM
997
Stembrook Asset Management
New Jersey
$277K -$9.71K -294 -4%
WAS
998
Westco Advisory Services
New York
$277K
HCWM
999
Hidden Cove Wealth Management
Washington
$276K
BHWM
1000
Beaird Harris Wealth Management
Texas
$276K

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.