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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
CWM
1051
Cabot Wealth Management
Massachusetts
$242K -$19.4K -586 -8%
MFPI
1052
Midwest Financial Partners Investments
Minnesota
$241K +$220K +6,658 New
NEPWA
1053
New England Private Wealth Advisors
Massachusetts
$240K +$99 +3 +0%
MA
1054
Modus Advisors
Minnesota
$239K +$219K +6,626 New
SB
1055
Strategic Blueprint
Georgia
$239K +$219K +6,625 New
PCM
1056
Park Capital Management
Wisconsin
$239K +$219K +6,618 New
AF
1057
Amara Financial
California
$239K +$218K +6,605 New
WI
1058
Westbourne Investments
Virginia
$237K +$217K +6,560 New
FF
1059
Financial Futures
New Jersey
$236K +$216K +6,535 New
SA
1060
Skyline Advisors
Washington
$236K +$216K +6,527 New
MIC
1061
Meridian Investment Counsel
California
$235K +$215K +6,501 New
LWM
1062
Lionshead Wealth Management
New York
$234K +$214K +6,489 New
AFO
1063
Allie Family Office
Florida
$234K +$214K +6,463 New
ARC
1064
Advisor Resource Council
Texas
$233K +$220K +6,663 New
CCM
1065
Carmel Capital Management
California
$233K +$213K +6,456 New
SWP
1066
Strategic Wealth Partners
Ohio
$230K +$99 +3 +0%
FAC
1067
Financial Advisory Corporation
Michigan
$229K +$209K +6,339 New
FPN
1068
Financial Planning Navigators
Minnesota
$228K +$208K +6,303 New
RCM
1069
Richardson Capital Management
Wisconsin
$228K -$297 -9 -0.1%
CWA
1070
Canvas Wealth Advisors
Kansas
$227K +$208K +6,287 New
HP
1071
Holistic Planning
Texas
$227K +$207K +6,270 New
W
1072
WorthPointe
California
$226K +$207K +6,267 New
MFG
1073
Mainsail Financial Group
Washington
$226K +$207K +6,264 New
RF
1074
Rossby Financial
Florida
$224K -$177K -5,345 -46%
FWM
1075
Forza Wealth Management
Florida
$224K +$205K +6,197 New
41 42
43
44 45

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.