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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
RW
1176
Rede Wealth
Virginia
– -$1.13M -44,749 Closed
SWM
1177
Stark Wealth Management
Pennsylvania
– -$890K -40,194 Closed
PRI
1178
Prepared Retirement Institute
Pennsylvania
– -$326K -12,897 Closed
SG
1179
Somerset Group
Minnesota
– -$307K -12,154 Closed
CP
1180
Camelot Portfolios
Ohio
– -$281K -11,100 Closed
AFS
1181
Access Financial Services
Minnesota
– -$277K -10,936 Closed
FLPIM
1182
F.L. Putnam Investment Management
Massachusetts
– -$269K -10,614 Closed
PFPT
1183
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$261K -10,311 Closed
PIN
1184
Prudent Investors Network
California
– -$218K -8,610 Closed
AWA
1185
ARQ Wealth Advisors
Arizona
– -$201K -8,590 Closed
LFP
1186
Leeward Financial Partners
Washington
– -$214K -8,465 Closed
FFS
1187
Founders Financial Securities
Maryland
– -$211K -8,324 Closed
GM
1188
GeoWealth Management
Illinois
– -$40.6K -1,603 Closed
SFC
1189
SYM Financial Corp
Indiana
– -$27.8K -1,098 Closed
PFG
1190
Putney Financial Group
California
– -$25.7K -1,016 Closed
ACA
1191
American Capital Advisory
Idaho
– -$20.3K -803 Closed
GI
1192
GS Investments
Minnesota
– -$10.1K -400 Closed
BIG
1193
Brooklyn Investment Group
New York
– -$7.19K -284 Closed
RI
1194
Ridgewood Investments
New Jersey
– -$3.64K -144 Closed
TCM
1195
Traub Capital Management
Massachusetts
– -$2.53K -100 Closed
AG
1196
AmeriFlex Group
Nevada
– -$2.12K -84 Closed
TVWM
1197
Tower View Wealth Management
Wisconsin
– -$1.84K -73 Closed
TPWA
1198
Twin Peaks Wealth Advisors
California
– -$1.53K -58 Closed
WWM
1199
Wolff Wiese Magana
California
– -$709 -28 Closed
AWM
1200
Atticus Wealth Management
Florida
– -$105 -4 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.