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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
16.23%
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
Empower Advisory Group
1
Empower Advisory Group
Colorado
$1.36B +$26.2M +794,004 +2%
SEI Investments
2
SEI Investments
Pennsylvania
$503M -$27.3M -825,857 -6%
Bank of America
3
Bank of America
North Carolina
$497M -$27.6M -833,978 -6%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$220M +$9.81M +296,974 +5%
Creative Planning
5
Creative Planning
Kansas
$212M -$3.94M -119,304 -2%
UBS Group
6
UBS Group
Switzerland
$187M +$1.37M +41,425 +0.8%
Financial Engines Advisors
7
Financial Engines Advisors
California
$151M -$13M -392,371 -9%
AA
8
Advisory Alpha
Michigan
$137M -$2.83M -85,576 -2%
Cerity Partners
9
Cerity Partners
New York
$136M +$5.16M +156,120 +4%
Mariner
10
Mariner
Kansas
$119M -$3.23M -97,677 -3%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$97.4M +$3.31M +100,291 +4%
LPL Financial
12
LPL Financial
California
$95.4M -$1.88M -56,838 -2%
SC
13
Savant Capital
Illinois
$95M +$48M +1,452,482 +99%
SCM
14
Steele Capital Management
Iowa
$82.2M +$385K +11,657 +0.5%
MGIA
15
Moneta Group Investment Advisors
Missouri
$75.5M +$2.13M +64,569 +3%
Jones Financial Companies
16
Jones Financial Companies
Missouri
$75.2M +$8.07M +244,123 +13%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$73.4M +$726K +21,978 +1%
VIA
18
Vantagepoint Investment Advisers
District of Columbia
$73.2M
Osaic Holdings
19
Osaic Holdings
Arizona
$68.7M +$1.91M +57,902 +3%
Betterment LLC
20
Betterment LLC
New York
$63.4M -$2.85M -86,317 -5%
SIM
21
Sims Investment Management
Ohio
$62.7M -$10.4K -316 -0%
NYLIM
22
New York Life Investment Management
New York
$61.2M -$2.54M -76,891 -4%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$60.5M +$847K +25,621 +2%
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$60.3M +$11.7M +354,908 +27%
CA
25
CoreCap Advisors
Michigan
$59.9M +$2.05M +61,945 +4%

SCHA Hedge Fund Activity: Q2 2026 in Review

1,341 of the 8,264 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.