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Schwab U.S Small- Cap ETF
SCHA

1,165 hedge funds and large institutions have $6.7B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 418 increasing their positions, 476 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 37

11% more capital invested

Capital invested by funds: $6.04B → $6.7B (+$665M)

9% more funds holding in top 10

Funds holding in top 10: 53 → 58 (+5)

2% more funds holding

Funds holding: 1,137 → 1,165 (+28)

2.05% less ownership

Funds ownership: 34.8% → 32.75% (-2.1%)

12% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 476

Holders
1,165
Holders Change
+28
Holders Change %
+2.46%
% of All Funds
15.29%
Holding in Top 10
58
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+9.43%
% of All Funds
0.76%
New
89
Increased
418
Reduced
476
Closed
37
Calls
$2.83M
Puts
–
Net Calls
+$2.83M
Net Calls Change
+$1.32M

Top Buyers

1
VIA
Vantagepoint Investment Advisers
District of Columbia
+$56M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$28.5M
3
NYLIM
New York Life Investment Management
New York
+$21.8M
4
KAS
Kestra Advisory Services
Texas
+$21.2M
5
Empower Advisory Group
Empower Advisory Group
Colorado
+$20.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$46.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$38.1M
3
SEI Investments
SEI Investments
Pennsylvania
-$21.1M
4
FI
FIDELIS iM
Oregon
-$15.3M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$13M
Name Holding Trade Value Shares
Change 		Change in
Stake
M1FG
201
Mach-1 Financial Group
Arkansas
$4.89M +$4.68M +175,135 New
CWM
202
Chesapeake Wealth Management
Virginia
$4.86M +$195K +7,285 +4%
AWM
203
Apollon Wealth Management
South Carolina
$4.79M +$1.22M +45,665 +36%
CAM
204
Cresset Asset Management
Illinois
$4.76M -$263K -9,851 -5%
VAF
205
Values Added Financial
District of Columbia
$4.74M +$266K +9,945 +6%
AIM
206
Anchor Investment Management
South Carolina
$4.73M +$68.2K +2,552 +2%
KF
207
K2 Financial
California
$4.58M -$6.18K -231 -0.1%
ULWM
208
Upper Left Wealth Management
Florida
$4.54M -$400K -14,974 -8%
CFG
209
Certior Financial Group
Pennsylvania
$4.41M +$234K +8,766 +6%
FA
210
FF Advisors
California
$4.4M +$360K +13,450 +9%
RA
211
Riversedge Advisors
Delaware
$4.39M -$1.1M -41,033 -21%
AAS
212
Asset Allocation Strategies
Michigan
$4.36M +$406K +15,176 +11%
CWG
213
Cornerstone Wealth Group
North Carolina
$4.35M -$361K -13,502 -8%
MBI
214
May Barnhard Investments
Maryland
$4.35M -$1.09M -40,670 -21%
NRI
215
NFP Retirement Inc
California
$4.17M -$125K -4,679 -3%
RI
216
Rinkey Investments
California
$4.11M – – –
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$4.09M +$176K +6,572 +5%
LCM
218
Leisure Capital Management
California
$4.06M -$11K -411 -0.3%
Koshinski Asset Management
219
Koshinski Asset Management
Illinois
$4.02M -$356K -13,302 -8%
WA
220
Wealth Architects
California
$4.01M – – –
WA
221
WBH Advisory
Maryland
$3.98M -$78.9K -2,949 -2%
AQR Capital Management
222
AQR Capital Management
Connecticut
$3.97M +$450K +16,838 +13%
LWM
223
Lighthouse Wealth Management
Ohio
$3.97M -$191K -7,138 -5%
PAI
224
Pittenger & Anderson Inc
Nebraska
$3.95M -$80.7K -3,017 -2%
GSIS
225
Global Strategic Investment Solutions
Arizona
$3.95M -$802 -30 -0%
7 8
9
10 11

SCHA Hedge Fund Activity: Q3 2025 in Review

1,165 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2025, worth a combined $6.7B — up 11% from $6.04B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new SCHA positions and 37 closed out — a net gain of 52 holders — while 418 added to existing stakes and 476 trimmed.

The largest buyer was Vantagepoint Investment Advisers, opening a new position worth an estimated $56M. The largest seller was Bank of America, cutting an estimated $46.5M.

  • 1,165 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2025, up from 1,137 in Q2 2025.
  • Funds reported $6.7B of Schwab U.S Small- Cap ETF stock for Q3 2025, up 11% quarter-over-quarter.
  • 89 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2025 and 37 closed out, a net change of +52 holders.
  • The largest Schwab U.S Small- Cap ETF buyer in Q3 2025 was Vantagepoint Investment Advisers, an estimated $56M added.
  • The largest Schwab U.S Small- Cap ETF seller in Q3 2025 was Bank of America, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2025.