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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
WMWM
176
Wilkins Miller Wealth Management
Alabama
$7.34M -$8.49K -257 -0.1%
WCM
177
Weaver Capital Management
Georgia
$7.3M
CCM
178
Chilton Capital Management
Texas
$7.25M
MWP
179
Meriwether Wealth & Planning
Louisiana
$7.22M -$156K -4,706 -2%
DCM
180
Davis Capital Management
Florida
$7.15M +$186K +5,620 +3%
IA
181
IFP Advisors
Florida
$7.04M +$181K +5,483 +3%
GPA
182
Guerra Pan Advisors
New Jersey
$6.99M -$149K -4,513 -2%
PAG
183
Powers Advisory Group
Illinois
$6.97M +$32.4K +980 +0.5%
OWM
184
Orgel Wealth Management
Wisconsin
$6.96M -$190K -5,740 -3%
VFIC
185
Valley Forge Investment Consultants
Pennsylvania
$6.95M -$109K -3,310 -2%
GC
186
Garde Capital
Washington
$6.91M -$67.1K -2,031 -1%
AFP
187
Ausdal Financial Partners
Iowa
$6.88M -$40.7K -1,232 -0.6%
MWM
188
Modera Wealth Management
New Jersey
$6.83M -$164K -4,967 -3%
Natixis Advisors
189
Natixis Advisors
Massachusetts
$6.82M -$399K -12,072 -6%
NF
190
Nikulski Financial
Iowa
$6.82M +$166K +5,035 +3%
BlackRock
191
BlackRock
New York
$6.8M +$2.22M +67,037 +55%
BA
192
Ballast Advisors
Minnesota
$6.7M -$317K -9,601 -5%
JJBC
193
James J. Burns & Company
New York
$6.69M +$2.02K +61 +0%
RWP
194
RWA Wealth Partners
Massachusetts
$6.69M +$216K +6,543 +4%
MM
195
Meridian Management
Arkansas
$6.66M -$393K -11,881 -6%
OCG
196
Opus Capital Group
Ohio
$6.57M +$892 +27 +0%
Wealthfront Advisers
197
Wealthfront Advisers
California
$6.57M +$145K +4,375 +2%
CWM
198
Chesapeake Wealth Management
Virginia
$6.55M +$105K +3,188 +2%
CFG
199
Certior Financial Group
Pennsylvania
$6.54M +$242K +7,316 +4%
AWM
200
Apollon Wealth Management
South Carolina
$6.5M +$17.9K +541 +0.3%

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.