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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
LFS
101
Lutz Financial Services
Nebraska
$14.1M -$192K -5,807 -1%
FFN
102
Focus Financial Network
Minnesota
$14M -$893K -27,025 -7%
EL
103
Essex LLC
Illinois
$14M -$171K -5,183 -1%
TPW
104
Tiller Private Wealth
Pennsylvania
$13.9M -$355K -10,747 -3%
WA
105
Waverly Advisors
Alabama
$13.8M -$853K -25,820 -6%
SFWC
106
Strategic Family Wealth Counselors
New Jersey
$13.6M +$42.8K +1,294 +0.3%
AFA
107
American Financial Advisors
Georgia
$13.5M -$485K -14,681 -4%
Commonwealth Equity Services
108
Commonwealth Equity Services
Massachusetts
$13.5M -$858K -25,955 -7%
FCM
109
Fortis Capital Management
Washington
$13.1M +$853K +25,823 +8%
CMP
110
Courage Miller Partners
Virginia
$13M -$189K -5,708 -2%
TYCC
111
Texas Yale Capital Corp
Florida
$12.9M +$13.4K +405 +0.1%
PL
112
Plancorp LLC
Missouri
$12.8M +$7.06M +213,744 +133%
FPCP
113
Fort Point Capital Partners
California
$12.7M +$664K +20,108 +6%
Truist Financial
114
Truist Financial
North Carolina
$12.5M +$1.19K +36 +0%
ACM
115
Avalon Capital Management
California
$12.4M +$11.4M +343,708 New
AFA
116
Amicus Financial Advisors
Texas
$12.3M -$695K -21,036 -6%
BAMG
117
Brand Asset Management Group
Missouri
$12M -$258K -7,810 -2%
MT
118
Midwest Trust
Kansas
$11.8M -$47.4K -1,435 -0.4%
DWM
119
Diversify Wealth Management
Utah
$11.8M +$1.15M +34,768 +11%
DAS
120
Diversify Advisory Services
Utah
$11.8M +$11.5M +348,154 New
WANY
121
Wealthspire Advisors (New York)
New York
$11.7M -$229K -6,931 -2%
Ameriprise
122
Ameriprise
Minnesota
$11.6M +$2.26M +68,535 +27%
GWSA
123
Global Wealth Strategies & Associates
Colorado
$11.6M +$1.14M +34,605 +12%
CP
124
Creekside Partners
California
$11.5M +$116K +3,497 +1%
SIC
125
Salem Investment Counselors
North Carolina
$11.3M +$86.1K +2,606 +0.8%

SCHA Hedge Fund Activity: Q2 2026 in Review

1,341 of the 8,266 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.