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Schwab U.S Small- Cap ETF

1,341 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, 502 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 (+$1.79B)

7% more funds holding

Funds holding: 1,2571,341 (+84)

1.11% more ownership

Funds ownership: 36.41%37.53% (+1.1%)

6% less repeat investments, than reductions

Existing positions increased: 474 | Existing positions reduced: 502

1% less funds holding in top 10

Funds holding in top 10: 7069 (-1)

Holders
1,341
Holders Change
+84
Holders Change %
+6.68%
% 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
502
Closed
39
Calls
$5.56M
Puts
Net Calls
+$5.56M
Net Calls Change
+$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
TAP
1126
Tounjian Advisory Partners
Florida
$187K +$171K +5,166 New
WSFS
1127
Wilmington Savings Fund Society
Delaware
$181K
MAFA
1128
MJT & Associates Financial Advisory
Minnesota
$180K
DF
1129
DecisionPoint Financial
Arizona
$179K
SFG
1130
Strive Financial Group
Indiana
$179K +$160K +4,836 +4,242%
TIM
1131
Thompson Investment Management
Wisconsin
$175K
W
1132
WealthCollab
Washington
$175K +$82.6K +2,500 +107%
HFS
1133
Hantz Financial Services
Michigan
$174K +$117K +3,551 +278%
HIA
1134
Harbor Investment Advisory
Maryland
$173K
AW
1135
Avion Wealth
Texas
$166K
RMP
1136
Richards, Merrill & Peterson
Washington
$164K
MB
1137
MidFirst Bank
Oklahoma
$163K +$149K +4,524 New
HC
1138
Hurley Capital
New York
$163K +$430 +13 +0.3%
B
1139
Bayban
Minnesota
$158K -$1.12K -34 -0.8%
FMII
1140
Farmers & Merchants Investments Inc
Nebraska
$155K
CFP
1141
Comprehensive Financial Planning
Pennsylvania
$153K
BONH
1142
Bank of New Hampshire
New Hampshire
$151K
PCM
1143
Palouse Capital Management
Washington
$149K -$85.7K -2,593 -39%
RDFA
1144
Ritter Daniher Financial Advisory
Ohio
$144K -$5.65K -171 -4%
CT
1145
Caldwell Trust
Florida
$138K +$4.96K +150 +4%
ST
1146
Smithfield Trust
Pennsylvania
$132K
CIAS
1147
Capital Investment Advisory Services
North Carolina
$129K
CT
1148
Clearstead Trust
Maine
$126K
NIA
1149
NBZ Investment Advisors
Tennessee
$122K
B
1150
Bellecapital
Switzerland
$119K +$109K +3,297 New

SCHA Hedge Fund Activity: Q2 2026 in Review

1,341 of the 8,269 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 502 trimmed.

The largest buyer was Savant Capital, adding an estimated $48M. The largest seller was Bank of America, cutting an estimated $27.6M.

  • 1,341 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.