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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
AA
1126
Atmos Advisory
Pennsylvania
$4.91K – – –
HI
1127
Horizon Investments
North Carolina
$4.71K +$4.52K +169 New
FWM
1128
FSA Wealth Management
Massachusetts
$4.66K +$27 +1 +0.6%
DRP
1129
Decker Retirement Planning
Utah
$4.55K +$3.34K +125 +329%
PCA
1130
Providence Capital Advisors
North Carolina
$4.46K -$8.61K -322 -67%
NWMP
1131
Noble Wealth Management PBC
Colorado
$4.46K +$4.28K +160 New
BI
1132
Binnacle Investments
Iowa
$4.35K – – –
CSB
1133
City State Bank
Iowa
$4.18K – – –
DPW
1134
DiNuzzo Private Wealth
Pennsylvania
$3.74K +$3.66K +137 New
PA
1135
Pineridge Advisors
Missouri
$3.52K – – –
NC
1136
North Capital
Utah
$3.51K +$53 +2 +2%
GWS
1137
Greykasell Wealth Strategies
California
$3.24K – – –
FFA
1138
Founders Financial Alliance
North Carolina
$2.85K – – –
HWP
1139
Highline Wealth Partners
California
$2.85K – – –
Group One Trading
1140
Group One Trading
Illinois
$2.79K +$2.67K +100 New
FGAM
1141
Financial Gravity Asset Management
Texas
$2.73K +$2.62K +98 New
OC
1142
Oakworth Capital
Alabama
$2.54K – – –
CSC
1143
Caldwell Sutter Capital
California
$2.38K +$2.27K +85 New
FMP
1144
Financial Management Professionals
Texas
$2.29K -$321 -12 -13%
GK
1145
Graney & King
New York
$2.14K +$27 +1 +1%
GEA
1146
Glen Eagle Advisors
New Jersey
$2.01K – – –
SC
1147
Solstein Capital
California
$2.01K – – –
HBW
1148
Hazlett, Burt & Watson
West Virginia
$2K -$3.13K -117 -66%
HDIM
1149
Hanson & Doremus Investment Management
Vermont
$2K – – –
OAJ
1150
Ogorek Anthony Joseph
New York
$2K – – –
44 45
46
47 48

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.