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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
GFA
1176
Godfrey Financial Associates
New York
$83.7K +$8.13K +246 +12%
LWM
1177
Lodestone Wealth Management
Washington
$82.5K +$33 +1 +0%
1L
1178
10Elms LLP
Oklahoma
$81.2K +$73.5K +2,224 +9,670%
BCM
1179
Blume Capital Management
California
$80.6K +$6.61K +200 +10%
FCAS
1180
First Command Advisory Services
Texas
$80.2K +$11.5K +349 +19%
Franklin Resources
1181
Franklin Resources
California
$79.8K +$4.3K +130 +6%
DWA
1182
Delos Wealth Advisors
Texas
$79.6K
CTB
1183
Country Trust Bank
Illinois
$79.3K +$72.5K +2,195 New
HAP
1184
Harbor Asset Planning
Massachusetts
$79.2K +$198 +6 +0.3%
CAM
1185
Costello Asset Management
Pennsylvania
$79K +$33 +1 +0%
FF
1186
Frankly Finances
Florida
$78.3K
AWM
1187
Activest Wealth Management
Florida
$70.5K +$165 +5 +0.3%
PS
1188
Pinney & Scofield
Massachusetts
$69.9K +$99 +3 +0.2%
TC
1189
Truvestments Capital
Florida
$69.9K +$63.9K +1,934 New
TWIM
1190
TIAA Wealth Investment Management
New York
$69.7K
FCT
1191
First Community Trust
Iowa
$68.1K -$53.4K -1,615 -46%
CCWM
1192
Cassaday & Co Wealth Management
Virginia
$66.4K +$5.45K +165 +10%
OAG
1193
Oakmont Advisory Group
New Mexico
$63.7K +$58.3K +1,764 New
BF
1194
Brooklyn FI
New York
$63.2K +$60.6K +1,834 New
GI
1195
GAMMA Investing
California
$61.8K +$21.4K +649 +61%
LWCFA
1196
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$60.5K +$55.4K +1,675 New
IFWM
1197
Institute for Wealth Management
Colorado
$58.3K +$53.3K +1,613 New
AA
1198
Addison Advisors
Vermont
$58.2K +$7.07K +214 +15%
BW
1199
Basepoint Wealth
Iowa
$58.1K +$529 +16 +1%
SC
1200
SouthState Corp
Florida
$57.9K -$1.26K -38 -2%

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.