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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
AFG
201
Atomi Financial Group
New York
$6.46M +$127K +3,840 +2%
BBPWM
202
Blue Bell Private Wealth Management
Pennsylvania
$6.41M -$47K -1,422 -0.8%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$6.39M +$520K +15,727 +10%
FFG
204
Floyd Financial Group
Missouri
$6.33M -$179K -5,415 -3%
FA
205
FF Advisors
California
$6.3M +$207K +6,252 +4%
TRCT
206
Tower Research Capital (TRC)
New York
$6.28M +$5.75M +173,869 New
VAF
207
Values Added Financial
District of Columbia
$6.19M +$94.8K +2,869 +2%
ECM
208
Evergreen Capital Management
Washington
$6.17M -$19.1K -577 -0.3%
AAS
209
Asset Allocation Strategies
Michigan
$6.05M +$31.7K +960 +0.6%
ATWA
210
Arbor Trust Wealth Advisors
Michigan
$6.04M -$311K -9,425 -5%
BWM
211
BCS Wealth Management
Tennessee
$6.02M -$219K -6,618 -4%
NA
212
NewEdge Advisors
Louisiana
$5.89M -$96.7K -2,926 -2%
ULWM
213
Upper Left Wealth Management
Florida
$5.83M -$38.3K -1,158 -0.7%
KF
214
K2 Financial
California
$5.83M -$275K -8,333 -5%
APFP
215
Action Point Financial Planning
Michigan
$5.8M +$5.31M +160,552 New
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$5.75M +$639K +19,347 +14%
CL
217
Choreo LLC
Illinois
$5.7M +$401K +12,138 +8%
CAM
218
Cresset Asset Management
Illinois
$5.58M +$1.02M +30,822 +25%
SW
219
Simplicity Wealth
New Jersey
$5.58M +$4.57M +138,250 +860%
LCM
220
Liberty Capital Management
Michigan
$5.54M +$5.07M +153,367 New
IA
221
IFS Advisors
Kansas
$5.49M +$67.1K +2,030 +1%
JDLA
222
J. Derek Lewis & Associates
California
$5.45M +$79.7K +2,412 +2%
SA
223
Sanctuary Advisors
Indiana
$5.4M +$157K +4,753 +3%
VT
224
Vise Technologies
New York
$5.35M +$899K +27,218 +23%
NRI
225
NFP Retirement Inc
California
$5.34M -$62.6K -1,895 -1%

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.