Schwab U.S Small- Cap ETF
SCHA
1,173 hedge funds and large institutions have $6.71B invested in Schwab U.S Small- Cap ETF in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 419 increasing their positions, 480 reducing their positions, and 37 closing their positions.
143% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 37
30% more capital inflows, than outflows
Capital inflows: $430M | Capital outflows: $331M
13% more funds holding in top 10
Funds holding in top 10: 53 → 60 (+7)
3% more funds holding
Funds holding: 1,144 → 1,173 (+29)
2.09% less ownership
Funds ownership: 34.88% → 32.79% (-2.1%)
13% less repeat investments, than reductions
Existing positions increased: 419 | Existing positions reduced: 480
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
+$56M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$28.5M |
| 3 |
New York Life Investment Management
New York
|
+$21.8M |
| 4 |
Kestra Advisory Services
Austin,
Texas
|
+$21.2M |
| 5 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$46.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$38.1M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$21.1M |
| 4 |
FIDELIS iM
Medford,
Oregon
|
-$15.3M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$13M |
SCHA Hedge Fund Activity: Q3 2025 in Review
1,173 of the 7,658 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q3 2025, worth a combined $6.71B — up 11% from $6.04B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new SCHA positions and 37 closed out — a net gain of 53 holders — while 419 added to existing stakes and 480 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.
- 1,173 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q3 2025, up from 1,144 in Q2 2025.
- Funds reported $6.71B of Schwab U.S Small- Cap ETF stock for Q3 2025, up 11% quarter-over-quarter.
- 90 funds opened new Schwab U.S Small- Cap ETF positions in Q3 2025 and 37 closed out, a net change of +53 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.