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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
B
1151
Bellecapital
Switzerland
$119K +$109K +3,297 New
BIAS
1152
Beacon Investment Advisory Services
New Jersey
$119K
TFM
1153
TFC Financial Management
Massachusetts
$118K +$297 +9 +0.3%
SIM
1154
Synergy Investment Management
Florida
$116K +$17.6K +532 +19%
EA
1155
Evolution Advisers
Virginia
$114K +$35.3K +1,069 +51%
KA
1156
Kozak & Associates
Colorado
$111K +$297 +9 +0.3%
RWM
1157
Raffa Wealth Management
District of Columbia
$110K
CTC
1158
Central Trust Company
Missouri
$109K +$595 +18 +0.6%
NEWAS
1159
N.E.W. Advisory Services
Wisconsin
$108K
FG
1160
Fairman Group
Pennsylvania
$108K +$99 +3 +0.1%
SIC
1161
SJS Investment Consulting
Ohio
$107K
WIM
1162
Westside Investment Management
California
$101K -$5.02K -152 -5%
BL
1163
BFSG LLC
California
$101K -$34.2K -1,034 -27%
HIC
1164
Hamrick Investment Counsel
Washington
$99K
CIM
1165
Contravisory Investment Management
Massachusetts
$98.6K -$4.69K -142 -5%
VCM
1166
Versant Capital Management
Arizona
$96.8K +$33 +1 +0%
BC
1167
Barrett & Company
Rhode Island
$96.2K
PK
1168
Pflug Koory
Nebraska
$95.9K +$99 +3 +0.1%
SGFG
1169
Silver Grove Financial Group
New York
$95.9K -$6.51K -197 -7%
OA
1170
Operose Advisors
Wisconsin
$92.3K -$9.85K -298 -10%
BDPWM
1171
Barnes Dennig Private Wealth Management
Ohio
$90.6K +$11.8K +358 +17%
SWM
1172
SHP Wealth Management
Massachusetts
$89K
CFG
1173
Chapman Financial Group
Hawaii
$87.3K
MJRIC
1174
Mogy Joel R Investment Counsel
California
$86.6K -$24.2K -733 -23%
GCM
1175
Gables Capital Management
Florida
$84K

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.