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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
Allspring Global Investments
1326
Allspring Global Investments
North Carolina
$1.85K +$1.75K +53 New
WAG
1327
Wilkerson Advisory Group
Missouri
$1.72K
TFA
1328
Transamerica Financial Advisors
Florida
$1.52K +$1.39K +42 New
BCMIO
1329
Beacon Capital Management Inc (Ohio)
Ohio
$1.45K -$60.8K -1,839 -98%
DRP
1330
Decker Retirement Planning
Utah
$1.37K
IIL
1331
Insight Inv LLC
California
$1.3K
MCA
1332
McGuire Capital Advisors
Oklahoma
$1.23K
RBC
1333
Roble Belko & Company
Pennsylvania
$1K +$231 +7 +30%
HIA
1334
HFM Investment Advisors
New Jersey
$962
BF
1335
BOK Financial
Oklahoma
$867 -$3.11K -94 -80%
OHWP
1336
Oak Harbor Wealth Partners
North Carolina
$831 -$46K -1,393 -98%
EAM
1337
Eukles Asset Management
Ohio
$614
CSPIA
1338
Cary Street Partners Investment Advisory
Virginia
$434 -$8.23K -249 -95%
TC
1339
Trust Company
Kansas
$397 +$99 +3 +38%
AWA
1340
Acumen Wealth Advisors
Tennessee
$370 +$330 +10 New
SA
1341
Strategic Advocates
Utah
$365 -$15.1K -458 -98%
NL
1342
NorthAvenue LLC
Ohio
$253 +$231 +7 New
BA
1343
Blueline Advisors
New Hampshire
$10
LAM
1344
L2 Asset Management
Massachusetts
-$10.3M -359,851 Closed
VIA
1345
Victrix Investment Advisors
Florida
-$7.2M -247,727 Closed
VCM
1346
Vivaldi Capital Management
Illinois
-$6.9M -237,413 Closed
Citadel Advisors
1347
Citadel Advisors
Florida
-$5.78M -174,856 Closed
D.E. Shaw & Co
1348
D.E. Shaw & Co
New York
-$3.03M -104,145 Closed
WP
1349
WealthShield Partners
North Carolina
-$2.87M -98,716 Closed
AIP
1350
Ameritas Investment Partners
Nebraska
-$1.27M -43,695 Closed

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.