SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,121 hedge funds and large institutions have $5.37B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 439 increasing their positions, 449 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,121
Holders Change
-34
Holders Change %
-2.94%
% of All Funds
15.23%
Holding in Top 10
56
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.42%
% of All Funds
0.76%
New
73
Increased
439
Reduced
449
Closed
77
Calls
$1.32M
Puts
$63K
Net Calls
+$1.26M
Net Calls Change
-$388K

Top Buyers

1
Natixis Advisors
Natixis Advisors
Massachusetts
+$52.4M
2
Empower Advisory Group
Empower Advisory Group
Colorado
+$24.8M
3
DAS
Dynamic Advisor Solutions
Arizona
+$22.1M
4
Betterment LLC
Betterment LLC
New York
+$18.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$15.3M

Top Sellers

1
CW
Curio Wealth
Maryland
-$1.04B
2
Bank of America
Bank of America
North Carolina
-$663M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$66M
4
FIA
Foundations Investment Advisors
Arizona
-$21.4M
5
FIBT
First International Bank & Trust
North Dakota
-$16.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
226
Leisure Capital Management
California
$3.34M +$86.8K +3,703 +3%
FA
227
FF Advisors
California
$3.31M +$164K +7,048 +5%
DI
228
Diligent Investors
California
$3.31M -$355K -15,170 -10%
CAAM
229
Cornerstone Advisors Asset Management
Pennsylvania
$3.29M -$69.2K -2,953 -2%
MFG
230
Merit Financial Group
Georgia
$3.2M +$3.2M +136,740 New
CB
231
Community Bank
New York
$3.18M +$46.8K +1,996 +1%
RWP
232
RWA Wealth Partners
Massachusetts
$3.18M -$54.6K -2,329 -2%
OF
233
Outfitter Financial
Maine
$3.14M +$34.8K +1,485 +1%
EWA
234
EP Wealth Advisors
California
$3.14M +$280K +11,958 +10%
Susquehanna International Group
235
Susquehanna International Group
Pennsylvania
$3.13M +$3.13M +133,377 New
CFG
236
Certior Financial Group
Pennsylvania
$3.09M +$1.19M +50,717 +62%
MWM
237
Mission Wealth Management
California
$3.07M -$203K -8,664 -6%
DFA
238
DHJJ Financial Advisors
Illinois
$3.06M -$42.4K -1,811 -1%
CNFG
239
Creegan & Nassoura Financial Group
New Hampshire
$3.03M – – –
PP
240
Patten & Patten
Tennessee
$3.01M +$72.7K +3,104 +2%
PWM
241
Perigon Wealth Management
California
$2.98M -$70.3K -3,001 -2%
KHC
242
Koesten Hirschmann & Crabtree
Kansas
$2.96M -$16.9K -722 -0.6%
DWM
243
Destination Wealth Management
California
$2.95M -$58.8K -2,511 -2%
PP
244
PrairieView Partners
Minnesota
$2.95M -$196K -8,379 -6%
LCM
245
Liberty Capital Management
Michigan
$2.95M +$338K +14,425 +13%
NFG
246
Northeast Financial Group
Pennsylvania
$2.94M +$169K +7,194 +6%
VAF
247
Values Added Financial
District of Columbia
$2.93M -$172K -7,351 -6%
VA
248
Valmark Advisers
Ohio
$2.92M +$75.4K +3,218 +3%
AAS
249
Asset Allocation Strategies
Michigan
$2.91M +$260K +11,101 +10%
AWM
250
Apollon Wealth Management
South Carolina
$2.88M -$62.4K -2,663 -2%
8 9
10
11 12