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Schwab U.S Small- Cap ETF
SCHA

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: 1,257 → 1,342 (+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: 70 → 69 (-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

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$48M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$26.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$23.1M
4
SFP
Strategic Financial Planning
Texas
+$20M
5
Two Sigma Investments
Two Sigma Investments
New York
+$18.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$27.6M
2
SEI Investments
SEI Investments
Pennsylvania
-$27.3M
3
Goldman Sachs
Goldman Sachs
New York
-$18.8M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$13M
5
LAM
L2 Asset Management
Massachusetts
-$10.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPA
1001
Investment Planning Advisors
Georgia
$276K – – –
VWM
1002
Vermillion Wealth Management
Minnesota
$275K -$70.8K -2,143 -22%
TSW
1003
Thompson Siegel & Walmsley
Virginia
$275K – – –
PIM
1004
Penobscot Investment Management
Massachusetts
$274K – – –
WA
1005
WPG Advisers
Maryland
$273K -$12K -364 -5%
NA
1006
Nottingham Advisors
New York
$273K – – –
UFA
1007
Unify Financial Advisors
Florida
$273K – – –
RIS
1008
Retirement Income Solutions
Michigan
$273K – – –
HIM
1009
Harbour Investment Management
Washington
$273K – – –
ESB
1010
Essex Savings Bank
Connecticut
$273K – – –
CCMG
1011
Clark Capital Management Group
Pennsylvania
$272K +$249K +7,525 New
AI
1012
Accredited Investors
Minnesota
$271K +$248K +7,508 New
ACM
1013
Appalachian Capital Management
Ohio
$271K -$10.9K -329 -4%
VA
1014
Vident Advisory
Georgia
$271K – – –
ZIM
1015
Zacks Investment Management
Illinois
$269K -$20.6K -624 -8%
OAP
1016
One Advisory Partners
Kansas
$268K – – –
CWA
1017
Clarity Wealth Advisors
California
$268K – – –
AA
1018
Alesco Advisors
New York
$268K -$7.73K -234 -3%
AFS
1019
Access Financial Services
Minnesota
$265K +$242K +7,330 New
BCM
1020
Becker Capital Management
Oregon
$265K – – –
RIL
1021
Rothschild Investment LLC
Illinois
$264K – – –
FIA
1022
FPC Investment Advisory
California
$264K -$65.8K -1,992 -20%
GWAM
1023
Guardian Wealth Advisors (Minnesota)
Minnesota
$262K +$3.57K +108 +2%
SIMC
1024
Squire Investment Management Company
Utah
$262K +$10.4K +314 +5%
DAS
1025
Daybright Advisory Services
Florida
$262K -$86K -2,602 -25%
39 40
41
42 43

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.