We are live on ! Find out more
SCHA icon

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
MP
1226
McDonald Partners
Ohio
$33.1K +$30.3K +916 New
ICM
1227
Islay Capital Management
Texas
$32.5K
CT
1228
Colonial Trust
South Carolina
$29.8K +$20.3K +613 +289%
PP
1229
PFS Partners
New Jersey
$29.6K
GWS
1230
Glassman Wealth Services
Virginia
$29.2K
TFGT
1231
TS Financial Group (TSFG)
Illinois
$29K
CPA
1232
Cardiff Park Advisors
California
$28.9K
KFGG
1233
Keystone Financial Group (Georgia)
Georgia
$28.5K +$99 +3 +0.4%
MCA
1234
Maryland Capital Advisors
Maryland
$27.9K +$25.5K +772 New
RF
1235
Roxbury Financial
New Jersey
$27.8K
EWM
1236
Evolution Wealth Management
Florida
$26.7K +$3.17K +96 +15%
GJIA
1237
Glass Jacobson Investment Advisors
Maryland
$26.5K +$132 +4 +0.5%
CA
1238
Crewe Advisors
Utah
$25.6K
KFP
1239
Kerr Financial Planning
California
$25.4K +$33 +1 +0.1%
CCMW
1240
Cypress Capital Management (Wyoming)
Wyoming
$24.1K +$22K +667 New
SWA
1241
SOA Wealth Advisors
New York
$23.1K
TPW
1242
TOP Private Wealth
Connecticut
$22.9K +$21K +635 New
HNW
1243
High Note Wealth
Minnesota
$22.8K +$20.9K +632 New
PP
1244
Pacifica Partners
Canada
$22.6K
HPC
1245
HM Payson & Co
Maine
$22.5K -$9.78K -296 -32%
KG
1246
Kilter Group
New York
$22.2K +$33 +1 +0.2%
HHCP
1247
Hilton Head Capital Partners
South Carolina
$21.5K -$20.2K -612 -51%
FFC
1248
First Financial Corp
Indiana
$21.5K
GGI
1249
Godsey & Gibb Inc
Virginia
$21.1K
APW
1250
Allied Private Wealth
Florida
$20.4K +$19.6K +594 New

SCHA Hedge Fund Activity: Q2 2026 in Review

1,341 of the 8,268 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.