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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
TCA
1276
Trifecta Capital Advisors
Illinois
$11.8K
BTD
1277
BankPlus Trust Department
Mississippi
$11.1K +$10.1K +307 New
TCM
1278
TD Capital Management
Tennessee
$10.3K
SN
1279
Sittner & Nelson
Oregon
$10.1K +$7.77K +235 +534%
NG
1280
NWK Group
California
$10K
MSFP
1281
Mark Sheptoff Financial Planning
Connecticut
$8.85K
FFA
1282
Frazier Financial Advisors
Ohio
$8.43K
MPW
1283
MASECO Private Wealth
$8.02K
VR
1284
Vision Retirement
New Jersey
$7.95K
CCMI
1285
Creative Capital Management Investments
California
$7.73K -$1.49K -45 -17%
MCA
1286
Midwest Capital Advisors
Michigan
$7.65K +$7.01K +212 New
AG
1287
AmeriFlex Group
Nevada
$7.48K +$6.84K +207 New
FP
1288
Financial Perspectives
Minnesota
$7.36K +$33 +1 +0.5%
IBOK
1289
Independence Bank of Kentucky
Kentucky
$7.23K
NWMP
1290
Noble Wealth Management PBC
Colorado
$7.23K
TCOT
1291
Trust Company of Toledo
Ohio
$7.08K
AFG
1292
Albion Financial Group
Utah
$6.58K
AA
1293
Atmos Advisory
Pennsylvania
$6.54K
WA
1294
Walsh & Associates
Florida
$6.21K
DAM
1295
Delta Asset Management
Tennessee
$6.14K
PCA
1296
Providence Capital Advisors
North Carolina
$5.78K
CSB
1297
City State Bank
Iowa
$5.42K
Bessemer Group
1298
Bessemer Group
New Jersey
$5K -$45.7K -1,384 -91%
DPW
1299
DiNuzzo Private Wealth
Pennsylvania
$4.95K
GWS
1300
Greykasell Wealth Strategies
California
$4.19K

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.