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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
CRC
151
Curi RMB Capital
Illinois
$9.07M -$1.17M -35,400 -12%
TIM
152
Tortoise Investment Management
New York
$9.02M -$148K -4,492 -2%
AIM
153
Athena Investment Management
California
$9.01M -$1.62M -49,067 -16%
FF
154
Friedenthal Financial
New Jersey
$8.93M -$10.6K -320 -0.1%
MG
155
Mather Group
Illinois
$8.75M +$322K +9,746 +4%
EGWAG
156
Elwood & Goetz Wealth Advisory Group
Georgia
$8.66M -$135K -4,098 -2%
MWM
157
Meridian Wealth Management
Kentucky
$8.47M +$39.1K +1,183 +0.5%
BDF
158
Black Diamond Financial
Maryland
$8.4M -$53K -1,603 -0.7%
MAS
159
Meeder Advisory Services
Ohio
$8.36M -$833K -25,216 -10%
BIA
160
Bell Investment Advisors
California
$8.32M -$300K -9,086 -4%
AMG
161
Asset Management Group
Connecticut
$8.29M -$429K -12,979 -5%
FLFS
162
Family Legacy Financial Solutions
North Carolina
$8.2M +$324K +9,796 +5%
MWM
163
Mission Wealth Management
California
$8.18M +$1.71M +51,813 +30%
UCFA
164
United Capital Financial Advisors
Texas
$8.11M -$256K -7,759 -3%
AF
165
Allworth Financial
California
$7.95M -$357K -10,810 -5%
CIC
166
Cutler Investment Counsel
Oregon
$7.91M +$568K +17,195 +9%
FFA
167
Farther Finance Advisors
California
$7.91M +$838K +25,371 +13%
IAS
168
Integrity Advisory Solutions
Texas
$7.8M +$548K +16,575 +8%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$7.72M +$20.6K +622 +0.3%
MS
170
Monetary Solutions
Ohio
$7.68M -$842K -25,487 -11%
LPAM
171
Lodestar Private Asset Management
California
$7.64M -$14.8K -449 -0.2%
NA
172
NWM Advisors
California
$7.5M +$366K +11,088 +6%
Northern Trust
173
Northern Trust
Illinois
$7.42M +$5.87M +177,785 +643%
WF
174
Womack Financial
Texas
$7.41M -$197K -5,963 -3%
FTS
175
Fifth Third Securities
Ohio
$7.37M -$319K -9,664 -5%

SCHA Hedge Fund Activity: Q2 2026 in Review

1,341 of the 8,267 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.