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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
OHWP
1151
Oak Harbor Wealth Partners
North Carolina
$1.67K +$1.52K +57 +1,900%
AFWM
1152
Abich Financial Wealth Management
Virginia
$1.62K +$1.55K +58 New
HWA
1153
Heritage Wealth Advisors
Virginia
$1.47K +$1.42K +53 New
CPBTD
1154
Central Pacific Bank - Trust Division
Hawaii
$1.45K – – –
TF
1155
Tompkins Financial
New York
$1.45K – – –
BNP Paribas Financial Markets
1156
BNP Paribas Financial Markets
France
$1.26K -$9.36M -349,955 -100%
SN
1157
Sittner & Nelson
Oregon
$1.23K – – –
BCMIO
1158
Beacon Capital Management Inc (Ohio)
Ohio
$1.12K – – –
SC
1159
Stephens Consulting
Michigan
$1K – – –
RBC
1160
Roble Belko & Company
Pennsylvania
$1K – – –
IWP
1161
IAG Wealth Partners
Wisconsin
$837 – – –
HIA
1162
HFM Investment Advisors
New Jersey
$743 – – –
CFS
1163
Compass Financial Services
Iowa
$560 -$41.7K -1,558 -99%
CBT
1164
Crews Bank & Trust
Florida
$558 +$535 +20 New
GTAM
1165
Global Trust Asset Management
Florida
$446 – – –
NRWA
1166
North Ridge Wealth Advisors
Oregon
$25 – – –
HNW
1167
High Note Wealth
Minnesota
$3 -$4.06K -152 Closed
TI
1168
Tidal Investments
Wisconsin
– -$12.4M -489,345 Closed
AAP
1169
Arax Advisory Partners
Colorado
– -$8.96M -351,595 Closed
Tudor Investment Corp
1170
Tudor Investment Corp
Connecticut
– -$7.12M -281,391 Closed
VIA
1171
Victrix Investment Advisors
Florida
– -$5.57M -220,297 Closed
JCIA
1172
Jackson Creek Investment Advisors
Colorado
– -$2.47M -97,781 Closed
VBWMG
1173
Von Berge Wealth Management Group
California
– -$2.04M -77,875 Closed
YIH
1174
Y-Intercept (HK)
Hong Kong
– -$1.26M -49,729 Closed
CFO
1175
Custos Family Office
Texas
– -$1.23M -48,640 Closed
45 46
47
48 49

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.