We are live on ! Find out more
SCHA icon

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
MJRIC
1001
Mogy Joel R Investment Counsel
California
$87.4K -$7.25K -271 -8%
CFB
1002
Cullen/Frost Bankers
Texas
$86.6K +$21.7K +813 +35%
TAM
1003
Tucker Asset Management
Colorado
$84.3K -$9.95K -372 -11%
NEWAS
1004
N.E.W. Advisory Services
Wisconsin
$83.7K – – –
SGK
1005
Steigerwald Gordon & Koch
Virginia
$83.6K +$80.1K +2,997 New
FG
1006
Fairman Group
Pennsylvania
$83.4K +$107 +4 +0.1%
WIM
1007
Westside Investment Management
California
$82.2K – – –
RDFA
1008
Ritter Daniher Financial Advisory
Ohio
$80K -$5.21K -195 -6%
PC
1009
Promus Capital
Illinois
$75.3K – – –
VCM
1010
Versant Capital Management
Arizona
$74.7K +$27 +1 +0%
BC
1011
Barrett & Company
Rhode Island
$74.3K – – –
PK
1012
Pflug Koory
Nebraska
$73.9K +$27 +1 +0%
CFG
1013
Chapman Financial Group
Hawaii
$72.9K +$65.7K +2,457 +1,575%
UB
1014
UMB Bank
Missouri
$72.5K – – –
OA
1015
Operose Advisors
Wisconsin
$70.2K +$7.38K +276 +12%
PPA
1016
Painted Porch Advisors
California
$70.2K – – –
TFM
1017
TFC Financial Management
Massachusetts
$67.2K +$214 +8 +0.3%
MCCP
1018
Mission Creek Capital Partners
California
$67.2K – – –
AP
1019
Aspect Partners
Virginia
$66.8K -$963 -36 -1%
CIM
1020
Contravisory Investment Management
Massachusetts
$65.3K -$187 -7 -0.3%
GCM
1021
Gables Capital Management
Florida
$64.8K – – –
HAP
1022
Harbor Asset Planning
Massachusetts
$60.6K +$160 +6 +0.3%
JFGIW
1023
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60.2K -$50.8K -1,901 -47%
EA
1024
Evolution Advisers
Virginia
$59K -$321 -12 -0.6%
CAM
1025
Costello Asset Management
Pennsylvania
$57.6K -$23.7K -885 -30%
39 40
41
42 43

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.