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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
PS
1301
Planning Strategies
Pennsylvania
$4.05K +$3.7K +112 New
PB
1302
Prosperity Bancshares
Texas
$3.76K
FFA
1303
Founders Financial Alliance
North Carolina
$3.69K
WWM
1304
Wolff Wiese Magana
California
$3.68K +$33 +1 +1%
EWM
1305
EPG Wealth Management
Georgia
$3.47K +$3.17K +96 New
SEP
1306
Signature Equity Partners
Ohio
$3.43K +$1.82K +55 +138%
RG
1307
RHL Group
Michigan
$3.42K +$2.61K +79 +494%
CSC
1308
Caldwell Sutter Capital
California
$3.12K
PF
1309
PlanVest Financial
Maryland
$3.08K
HDIM
1310
Hanson & Doremus Investment Management
Vermont
$3K
OAJ
1311
Ogorek Anthony Joseph
New York
$3K
GK
1312
Graney & King
New York
$2.79K
TWD
1313
True Wealth Design
Ohio
$2.75K
FMP
1314
Financial Management Professionals
Texas
$2.6K -$330 -10 -12%
GEA
1315
Glen Eagle Advisors
New Jersey
$2.6K
SC
1316
Solstein Capital
California
$2.6K
CAM
1317
Chesapeake Asset Management
New York
$2.49K
BFS
1318
Beacon Financial Strategies
North Carolina
$2.17K
DJSG
1319
D.J. St. Germain
Massachusetts
$2.06K +$1.88K +57 New
TBFA
1320
Three Bearings Fiduciary Advisors
New Hampshire
$2.04K
CVM
1321
Cheviot Value Management
California
$2.02K +$1.85K +56 New
TCM
1322
Timbuktu Capital Management
Massachusetts
$2.02K +$1.85K +56 New
HBW
1323
Hazlett, Burt & Watson
West Virginia
$2K
HWA
1324
Heritage Wealth Advisors
Virginia
$1.92K
CPBTD
1325
Central Pacific Bank - Trust Division
Hawaii
$1.88K

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.