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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
AP
1201
Aspect Partners
Virginia
$57.8K
TF
1202
Tompkins Financial
New York
$57K +$16.3K +494 +46%
SGK
1203
Steigerwald Gordon & Koch
Virginia
$55.2K
AWM
1204
Angeles Wealth Management
California
$55.2K +$13.8K +418 +38%
NSG
1205
Nalls Sherbakoff Group
Tennessee
$53.8K
KCM
1206
Key Capital Management
Tennessee
$51.1K -$3.47K -105 -7%
FHC
1207
First Horizon Corporation
Tennessee
$50.4K
ATC
1208
Adirondack Trust Company
New York
$49.9K
KFAS
1209
Keating Financial Advisory Services
Kansas
$47.5K
IAIM
1210
International Assets Investment Management
Florida
$46.6K +$7.2K +218 +20%
OCM
1211
Osbon Capital Management
Massachusetts
$45.5K
MFA
1212
Morling Financial Advisors
California
$43.4K
HFG
1213
Harborfront Financial Group
Michigan
$42.9K +$39.2K +1,186 New
HI
1214
Hoey Investments
Pennsylvania
$41.8K -$925 -28 -2%
CNBT
1215
Cornerstone National Bank & Trust
Illinois
$41.7K
SWP
1216
SIMA Wealth Partners
Virginia
$40.8K +$330 +10 +0.9%
JFG
1217
JDM Financial Group
Texas
$38.6K
HPIA
1218
Hamilton Point Investment Advisors
North Carolina
$38.4K
MSG
1219
Main Street Group
Virginia
$38.1K -$2.74K -83 -7%
PP
1220
PDS Planning
Ohio
$37.4K +$14.4K +436 +73%
SL
1221
Salomon & Ludwin
Virginia
$36.4K -$1.12K -34 -3%
AEPWM
1222
Atlantic Edge Private Wealth Management
Florida
$36.1K
BAM
1223
Bellevue Asset Management
Washington
$35.2K +$66 +2 +0.2%
MWM
1224
Mosley Wealth Management
California
$34.4K +$31.5K +953 New
MI
1225
Markowski Investments
Florida
$33.8K +$30.9K +936 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.