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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
IWN
1101
Independent Wealth Network
Iowa
$214K +$196K +5,927 New
BFPW
1102
BOK Financial Private Wealth
Colorado
$211K -$18.6K -563 -9%
SIA
1103
Soltis Investment Advisors
Utah
$210K +$192K +5,820 New
OCM
1104
One Capital Management
California
$210K
PB
1105
Pinnacle Bancorp
Nebraska
$210K -$12.9K -389 -6%
OC
1106
Oppenheimer & Co
New York
$209K +$191K +5,780 New
PG
1107
Proffitt & Goodson
Tennessee
$209K
NCM
1108
Novare Capital Management
North Carolina
$208K +$190K +5,757 New
CD
1109
Chapin Davis
Maryland
$207K +$189K +5,728 New
KWA
1110
Kingswood Wealth Advisors
California
$206K +$188K +5,692 New
WP
1111
WealthPLAN Partners
Nebraska
$205K +$188K +5,682 New
GSAM
1112
Grant Street Asset Management
Pennsylvania
$205K +$188K +5,680 New
Vanguard Capital Wealth Advisors
1113
Vanguard Capital Wealth Advisors
Colorado
$205K +$188K +5,680 New
BH
1114
Burk Holdings
Oklahoma
$204K -$16.6K -501 -8%
CWP
1115
Core Wealth Partners
California
$204K +$186K +5,641 New
BAAM
1116
Baker Avenue Asset Management
California
$204K +$186K +5,640 New
PWAM
1117
Private Wealth Asset Management
Iowa
$204K
ATC
1118
Advantage Trust Company
Kansas
$203K +$186K +5,620 New
ACM
1119
Advisors Capital Management
New Jersey
$203K +$185K +5,612 New
CGPCS
1120
Capital Group Private Client Services
California
$203K +$185K +5,609 New
CCM
1121
Check Capital Management
California
$202K +$185K +5,600 New
CWM
1122
Cadence Wealth Management
Massachusetts
$202K +$185K +5,596 New
SC
1123
Schoolcraft Capital
Colorado
$201K +$183K +5,552 New
PMFA
1124
Plante Moran Financial Advisors
Michigan
$196K -$73.7K -2,231 -29%
GKIM
1125
GW&K Investment Management
Massachusetts
$189K +$51.6K +1,561 +42%

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.