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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
VA
1026
VestGen Advisors
Illinois
$261K -$181K -5,484 -43%
GPWM
1027
Grant Private Wealth Management
California
$260K -$40K -1,209 -14%
SFO
1028
Stokes Family Office
Louisiana
$259K -$69.2K -2,095 -23%
BFM
1029
Broadview Financial Management
Wisconsin
$259K +$595 +18 +0.3%
DPI
1030
Diversified Portfolios Inc
Michigan
$258K -$16.7K -504 -7%
AIMC
1031
Alley Investment Management Company
Illinois
$257K -$363 -11 -0.2%
PAA
1032
Peregrine Asset Advisers
Oregon
$256K +$235K +7,097 New
DF
1033
Dunhill Financial
United Kingdom
$256K +$3.96K +120 +2%
UBS AM
1034
UBS AM
Illinois
$256K -$9.88M -299,044 -98%
TF
1035
Trek Financial
Arizona
$255K +$4K +121 +2%
KFA
1036
Kelleher Financial Advisors
New York
$255K -$149K -4,506 -39%
ML
1037
Mayport LLC
Massachusetts
$253K
EWM
1038
Evercore Wealth Management
New York
$252K -$2.44K -74 -1%
SAM
1039
Smartleaf Asset Management
Massachusetts
$251K
ABC
1040
Associated Banc-Corp
Wisconsin
$249K +$228K +6,892 New
CWS
1041
Confluence Wealth Services
Pennsylvania
$249K +$228K +6,891 New
FNBOH
1042
First National Bank of Hutchinson
Kansas
$247K +$226K +6,843 New
PWM
1043
PTM Wealth Management
United States
$246K +$694 +21 +0.3%
TIM
1044
Total Investment Management
Arizona
$246K +$397 +12 +0.2%
MYIA
1045
Mount Yale Investment Advisors
Colorado
$243K +$222K +6,723 New
VAS
1046
Vestmark Advisory Solutions
Massachusetts
$243K +$222K +6,723 New
BWL
1047
Bogart Wealth LLC
Virginia
$243K +$6.05K +183 +3%
AFP
1048
ATLas Financial Planning
Georgia
$243K -$32.9K -996 -13%
Envestnet Portfolio Solutions
1049
Envestnet Portfolio Solutions
Illinois
$243K +$222K +6,719 New
RCM
1050
Radnor Capital Management
Pennsylvania
$243K +$222K +6,712 New

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.