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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
GAA
1351
Global Assets Advisory
Florida
-$647K -21,982 Closed
EW
1352
Evoke Wealth
California
-$631K -21,707 Closed
GC
1353
GatePass Capital
Ohio
-$501K -17,235 Closed
GWMR
1354
GC Wealth Management RIA
Massachusetts
-$417K -14,323 Closed
AWM
1355
Adams Wealth Management
Utah
-$369K -12,705 Closed
CI
1356
CacheTech Inc
Utah
-$369K -12,705 Closed
AWM
1357
Accurate Wealth Management
Florida
-$370K -12,064 Closed
QWP
1358
Quotient Wealth Partners
Texas
-$315K -10,844 Closed
CWM
1359
Cahaba Wealth Management
Georgia
-$314K -10,789 Closed
HBFP
1360
Henderson Brothers Financial Partners
Pennsylvania
-$313K -10,754 Closed
PCMC
1361
Paragon Capital Management (Colorado)
Colorado
-$280K -9,626 Closed
GKWIM
1362
Gerber Kawasaki Wealth & Investment Management
California
-$240K -8,269 Closed
RIA
1363
Regal Investment Advisors
Michigan
-$230K -7,897 Closed
SG
1364
StoneX Group
New York
-$226K -7,760 Closed
ACA
1365
Affinity Capital Advisors
California
-$225K -7,746 Closed
KWM
1366
KMT Wealth Management
California
-$213K -7,311 Closed
PWA
1367
Portus Wealth Advisors
North Carolina
-$155K -5,334 Closed
SMA
1368
Sage Mountain Advisors
Georgia
-$128K -4,389 Closed
SAP
1369
Strategic Advisory Partners
North Carolina
-$67.2K -2,311 Closed
SIS
1370
Sound Income Strategies
Florida
-$46.3K -1,576 Closed
WPA
1371
Wealth Preservation Advisors
Tennessee
-$22.2K -764 Closed
TWM
1372
TopTier Wealth Management
Wisconsin
-$20K -688 Closed
RF
1373
RetireMitten Financial
Michigan
-$13.3K -456 Closed
MPWT
1374
MassMutual Private Wealth & Trust
Connecticut
-$11.6K -400 Closed
TFG
1375
Team Financial Group
California
-$11K -379 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.