Schwab U.S Small- Cap ETF
SCHA
1,262 hedge funds and large institutions have $7.23B invested in Schwab U.S Small- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 480 increasing their positions, 483 reducing their positions, and 52 closing their positions.
65% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 52
1% more funds holding
Funds holding: 1,244 → 1,262 (+18)
1% more funds holding in top 10
Funds holding in top 10: 69 → 70 (+1)
1% more capital invested
Capital invested by funds: $7.15B → $7.23B (+$73.6M)
0.55% less ownership
Funds ownership: 36.99% → 36.44% (-0.55%)
1% less repeat investments, than reductions
Existing positions increased: 480 | Existing positions reduced: 483
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$86.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$33.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20.7M |
| 4 |
Mariner
Overland Park,
Kansas
|
+$14.2M |
| 5 |
Jones Financial Companies
Des Peres,
Missouri
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWM
RMG Wealth Management
Platteville,
Wisconsin
|
-$107M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$81.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$51.5M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$23.8M |
| 5 |
SFP
Strategic Financial Planning
Plano,
Texas
|
-$20.1M |
SCHA Hedge Fund Activity: Q1 2026 in Review
1,262 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2026, worth a combined $7.23B — up 1% from $7.15B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new SCHA positions and 52 closed out — a net gain of 34 holders — while 480 added to existing stakes and 483 trimmed.
The largest buyer was Empower Advisory Group, adding an estimated $86.3M. The largest seller was RMG Wealth Management, cutting an estimated $107M.
- 1,262 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2026, up from 1,244 in Q4 2025.
- Funds reported $7.23B of Schwab U.S Small- Cap ETF stock for Q1 2026, up 1% quarter-over-quarter.
- 86 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2026 and 52 closed out, a net change of +34 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2026 was Empower Advisory Group, an estimated $86.3M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2026 was RMG Wealth Management, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2026.