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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
BW
1076
BXM Wealth
Colorado
$223K +$204K +6,183 New
STFP
1077
Signal Tree Financial Partners
Ohio
$223K +$204K +6,182 New
BTI
1078
Blue Trust Inc
Georgia
$223K -$6.71K -203 -3%
TF
1079
TME Financial
California
$223K +$204K +6,167 New
UB
1080
UMB Bank
Missouri
$222K +$89.4K +2,704 +78%
HIC
1081
Hartline Investment Corp
Illinois
$222K +$203K +6,144 New
NFG
1082
Nations Financial Group
Iowa
$222K +$203K +6,143 New
WCM
1083
WealthBridge Capital Management
Ohio
$222K +$203K +6,142 New
SC
1084
Scratch Capital
Idaho
$221K +$202K +6,118 New
LWANC
1085
Laurel Wealth Advisors (North Carolina)
North Carolina
$221K
ECM
1086
Elgethun Capital Management
South Dakota
$221K -$7.11K -215 -3%
AWP
1087
Atlas Wealth Partners
Pennsylvania
$220K +$201K +6,093 New
CHIA
1088
Copper Harbor Investment Advisors
Wisconsin
$220K +$201K +6,083 New
BC
1089
Brio Consultants
California
$220K +$201K +6,078 New
GFWA
1090
Grey Fox Wealth Advisors
Delaware
$219K +$200K +6,050 New
DWA
1091
Delap Wealth Advisory
Oregon
$218K +$200K +6,041 New
MFG
1092
Mission Financial Group
Nevada
$218K +$199K +6,024 New
BRWA
1093
B. Riley Wealth Advisors
Florida
$217K +$201K +6,083 New
AV
1094
Aspiring Ventures
Ohio
$216K -$66.1K -2,000 -25%
NP
1095
Nilsine Partners
Colorado
$216K +$198K +5,981 New
AMIM
1096
Aull & Monroe Investment Management
Alabama
$216K +$198K +5,977 New
LW
1097
Livet Wealth
Utah
$215K +$197K +5,952 New
IAA
1098
Independent Advisor Alliance
North Carolina
$215K -$3.32M -100,406 -94%
TMWM
1099
Taylor & Morgan Wealth Management
Michigan
$215K +$196K +5,939 New
GA
1100
Greenspring Advisors
Maryland
$214K +$196K +5,928 New

SCHA Hedge Fund Activity: Q2 2026 in Review

1,342 of the 8,272 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.