Schwab U.S Small- Cap ETF
SCHA
1,250 hedge funds and large institutions have $7.2B invested in Schwab U.S Small- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 476 increasing their positions, 479 reducing their positions, and 52 closing their positions.
63% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 52
1% more funds holding in top 10
Funds holding in top 10: 67 → 68 (+1)
1% more funds holding
Funds holding: 1,238 → 1,250 (+12)
0% less capital invested
Capital invested by funds: $7.2B → $7.2B (-$3.5M)
1% less repeat investments, than reductions
Existing positions increased: 476 | Existing positions reduced: 479
1.19% less ownership
Funds ownership: 37.48% → 36.29% (-1.2%)
Top Buyers
| 1 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$86.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$33.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.7M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$14.2M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$11.9M |
Top Sellers
SCHA Hedge Fund Activity: Q1 2026 in Review
1,250 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2026, worth a combined $7.2B — down 0.05% from $7.2B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new SCHA positions and 52 closed out — a net gain of 33 holders — while 476 added to existing stakes and 479 trimmed.
The largest buyer was Empower Advisory Group, adding an estimated $86.3M. The largest seller was Corient Private Wealth, cutting an estimated $111M.
- 1,250 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2026, up from 1,238 in Q4 2025.
- Funds reported $7.2B of Schwab U.S Small- Cap ETF stock for Q1 2026, down 0.05% quarter-over-quarter.
- 85 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2026 and 52 closed out, a net change of +33 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2026 was Empower Advisory Group, an estimated $86.3M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2026 was Corient Private Wealth, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2026.