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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
PFA
1251
Pillar Financial Advisors
Kentucky
$20.3K
Simplex Trading
1252
Simplex Trading
Illinois
$20.2K +$18.4K +558 New
BWS
1253
Buck Wealth Strategies
Colorado
$19.2K +$17.5K +531 New
BWA
1254
Basecamp Wealth Advisors
Washington
$19.1K
CW
1255
CrossGen Wealth
North Carolina
$18.9K +$17.3K +524 New
MCRM
1256
Midway Capital Research & Management
Illinois
$18.9K
M
1257
MOTCO
Texas
$18.4K -$87.9K -2,660 -84%
JFA
1258
JNBA Financial Advisors
Minnesota
$18.1K
AF
1259
Align Financial
Minnesota
$17.8K
TCM
1260
Triumph Capital Management
Colorado
$16.9K +$33 +1 +0.2%
PIP
1261
Peachtree Investment Partners
Florida
$16.5K +$10.2K +308 +205%
VWA
1262
Valued Wealth Advisors
Utah
$15.7K -$10.8K -327 -43%
WWMSC
1263
Wagner Wealth Management (South Carolina)
South Carolina
$15.6K +$33 +1 +0.2%
AAG
1264
Armstrong Advisory Group
Massachusetts
$14.8K
AWM
1265
Aberdeen Wealth Management
Illinois
$14.5K
AIC
1266
Archer Investment Corporation
Indiana
$14.2K +$33 +1 +0.3%
BIM
1267
Breakwater Investment Management
Washington
$13.9K -$529 -16 -4%
CMA
1268
Cedar Mountain Advisors
Oregon
$13.9K
WA
1269
Whipplewood Advisors
Colorado
$13.3K -$96.6K -2,922 -89%
ANBT
1270
American National Bank & Trust
Texas
$13.2K
HCM
1271
Horrell Capital Management
Arkansas
$12.7K
OCM
1272
Orion Capital Management
California
$12.6K
HIA
1273
Highland Investment Advisors
Florida
$12.2K +$11.1K +337 New
GSEP
1274
Golden State Equity Partners
California
$12.1K -$199K -6,037 -95%
PCG
1275
PFC Capital Group
California
$12K +$33 +1 +0.3%

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.