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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
AWM
1101
Aberdeen Wealth Management
Illinois
$11.2K – – –
AIC
1102
Archer Investment Corporation
Indiana
$10.9K +$27 +1 +0.3%
CMA
1103
Cedar Mountain Advisors
Oregon
$10.7K – – –
TFG
1104
Team Financial Group
California
$10.5K +$27 +1 +0.3%
GWSG
1105
GPS Wealth Strategies Group
Colorado
$10.3K +$27 +1 +0.3%
ANBT
1106
American National Bank & Trust
Texas
$10.2K – – –
HCM
1107
Horrell Capital Management
Arkansas
$9.82K – – –
OCM
1108
Orion Capital Management
California
$9.71K – – –
TCA
1109
Trifecta Capital Advisors
Illinois
$9.11K – – –
FCG
1110
Financial Connections Group
California
$9K – – –
HWM
1111
Hemington Wealth Management
Virginia
$8K – – –
TCM
1112
TD Capital Management
Tennessee
$7.92K +$27 +1 +0.4%
BLC
1113
Brown, Lisle/Cummings
Rhode Island
$7.81K – – –
NG
1114
NWK Group
California
$7.76K – – –
AAG
1115
Armstrong Advisory Group
Massachusetts
$7.53K – – –
CSPIA
1116
Cary Street Partners Investment Advisory
Virginia
$7.37K +$7.06K +264 New
MSFP
1117
Mark Sheptoff Financial Planning
Connecticut
$6.84K +$4.52K +169 +222%
FFA
1118
Frazier Financial Advisors
Ohio
$6.19K -$21.8K -816 -79%
PWAM
1119
Private Wealth Asset Management
Iowa
$6.19K -$11.4K -426 -66%
CT
1120
Colonial Trust
South Carolina
$5.92K – – –
WOC
1121
West Oak Capital
California
$5.88K -$191K -7,161 -25%
MCA
1122
Midwest Capital Advisors
Michigan
$5.86K +$5.62K +210 New
FP
1123
Financial Perspectives
Minnesota
$5.63K +$27 +1 +0.5%
DAM
1124
Delta Asset Management
Tennessee
$5.25K – – –
AFG
1125
Albion Financial Group
Utah
$5.06K – – –
43 44
45
46 47

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.