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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
IBOK
1076
Independence Bank of Kentucky
Kentucky
$20.3K – – –
CA
1077
Crewe Advisors
Utah
$19.8K – – –
PSB
1078
Piscataqua Savings Bank
New Hampshire
$19.2K – – –
GWM
1079
GSB Wealth Management
Connecticut
$19.2K -$16K -597 -46%
KFP
1080
Kerr Financial Planning
California
$19K +$18.6K +696 New
BF
1081
BOK Financial
Oklahoma
$18.9K +$17.5K +655 +2,729%
PP
1082
Pacifica Partners
Canada
$18.1K – – –
DI
1083
DAGCO Inc
Ohio
$17.9K – – –
SWA
1084
SOA Wealth Advisors
New York
$17.9K – – –
FCAS
1085
First Command Advisory Services
Texas
$17.4K – – –
KG
1086
Kilter Group
New York
$17.4K -$187 -7 -1%
AWM
1087
Angeles Wealth Management
California
$17K – – –
FFC
1088
First Financial Corp
Indiana
$16.6K – – –
PFA
1089
Pillar Financial Advisors
Kentucky
$15.7K – – –
GI
1090
GAMMA Investing
California
$14.8K – – –
PP
1091
PDS Planning
Ohio
$14.5K -$32.4K -1,210 -70%
VWA
1092
Valued Wealth Advisors
Utah
$14.2K -$1.34K -50 -9%
TFA
1093
Toth Financial Advisory
Virginia
$14.1K +$13.5K +504 New
Simplex Trading
1094
Simplex Trading
Illinois
$14K +$13.9K +520 New
JFA
1095
JNBA Financial Advisors
Minnesota
$13.9K – – –
HFS
1096
Hopwood Financial Services
Virginia
$13.8K – – –
SA
1097
Strategic Advocates
Utah
$13.1K +$12.5K +468 New
WA
1098
Whipplewood Advisors
Colorado
$12.3K -$261K -9,756 -96%
WWMSC
1099
Wagner Wealth Management (South Carolina)
South Carolina
$12K -$8.16K -305 -42%
DF
1100
Dunhill Financial
United Kingdom
$11.9K -$53 -2 -0.5%
42 43
44
45 46

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.