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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
BCM
1026
Blume Capital Management
California
$56.7K – – –
BDPWM
1027
Barnes Dennig Private Wealth Management
Ohio
$55.8K – – –
BWL
1028
Bogart Wealth LLC
Virginia
$54.1K -$1.09M -40,932 -95%
PS
1029
Pinney & Scofield
Massachusetts
$53.8K +$80 +3 +0.2%
CTWM
1030
Cherry Tree Wealth Management
Minnesota
$52.6K – – –
GFWA
1031
Grey Fox Wealth Advisors
Delaware
$46.1K +$44.2K +1,652 New
ME
1032
McIlrath & Eck
Washington
$45.1K +$53 +2 +0.1%
FHC
1033
First Horizon Corporation
Tennessee
$44.7K +$42.8K +1,602 New
CIAS
1034
CBIZ Investment Advisory Services
Ohio
$44.3K – – –
IF
1035
Integrity Financial
Wyoming
$44K – – –
LWA
1036
Lowe Wealth Advisors
Maryland
$39.3K +$1.87K +70 +5%
BIM
1037
Breakwater Investment Management
Washington
$39.2K – – –
SIS
1038
Sound Income Strategies
Florida
$38.6K -$37.8K -1,414 -51%
RIL
1039
Rothschild Investment LLC
Illinois
$36.8K – – –
M
1040
MOTCO
Texas
$35.6K -$6.58K -246 -16%
Fifth Third Bancorp
1041
Fifth Third Bancorp
Ohio
$35.5K +$10.7K +401 +46%
RF
1042
Rossby Financial
Florida
$34.8K -$107 -4 -0.3%
MFA
1043
Morling Financial Advisors
California
$33.5K +$27 +1 +0.1%
CWM
1044
Crowley Wealth Management
Delaware
$33.5K – – –
CNBT
1045
Cornerstone National Bank & Trust
Illinois
$32.6K – – –
HI
1046
Hoey Investments
Pennsylvania
$32.3K – – –
KWM
1047
Kiker Wealth Management
Georgia
$31.3K +$30K +1,121 New
SL
1048
Salomon & Ludwin
Virginia
$31.1K -$32.1K -1,201 -52%
SWP
1049
SIMA Wealth Partners
Virginia
$31K -$428 -16 -1%
ATC
1050
Adirondack Trust Company
New York
$30.7K +$15.4K +575 +110%
40 41
42
43 44

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.