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
Barclays
1051
Barclays
United Kingdom
$29.9K – – –
JFG
1052
JDM Financial Group
Texas
$29.8K -$1.6K -60 -5%
HPIA
1053
Hamilton Point Investment Advisors
North Carolina
$29.7K – – –
GGI
1054
Godsey & Gibb Inc
Virginia
$28.2K +$27K +1,010 New
MSG
1055
Main Street Group
Virginia
$28.1K +$80 +3 +0.3%
AWM
1056
Accredited Wealth Management
Kentucky
$28K +$210K +7,848 +783%
AEPWM
1057
Atlantic Edge Private Wealth Management
Florida
$27.9K – – –
BAM
1058
Bellevue Asset Management
Washington
$27K +$107 +4 +0.4%
ICM
1059
Islay Capital Management
Texas
$25.1K – – –
OP
1060
ORG Partners
Indiana
$24.3K – – –
ABWM
1061
Alpine Bank Wealth Management
Colorado
$24.3K – – –
Qube Research & Technologies (QRT)
1062
Qube Research & Technologies (QRT)
United Kingdom
$24.2K +$8.4K +314 +57%
GA
1063
Guerra Advisors
Florida
$23.3K +$22.4K +836 New
HFS
1064
Hantz Financial Services
Michigan
$23K -$7.94K -297 -26%
TFGT
1065
TS Financial Group (TSFG)
Illinois
$23K – – –
PP
1066
PFS Partners
New Jersey
$22.8K +$21.9K +818 New
GWS
1067
Glassman Wealth Services
Virginia
$22.5K – – –
CPA
1068
Cardiff Park Advisors
California
$22.3K -$51.9K -1,940 -71%
KFGG
1069
Keystone Financial Group (Georgia)
Georgia
$21.8K +$80 +3 +0.4%
WWA
1070
Wealth Watch Advisors
Colorado
$21.8K +$20.9K +782 New
RF
1071
Roxbury Financial
New Jersey
$21.6K +$2.67K +100 +15%
MCA
1072
Maryland Capital Advisors
Maryland
$21.5K +$3.21K +120 +18%
WPA
1073
Wealth Preservation Advisors
Tennessee
$21.3K – – –
Franklin Resources
1074
Franklin Resources
California
$20.7K – – –
GJIA
1075
Glass Jacobson Investment Advisors
Maryland
$20.4K +$267 +10 +1%
41 42
43
44 45

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.