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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 %
ACA
251
Aptus Capital Advisors
Alabama
$2.87M -$207K -8,852 -7%
BCWM
252
Bartlett & Co Wealth Management
Ohio
$2.86M +$280K +11,955 +11%
CWA
253
Consilium Wealth Advisory
Texas
$2.84M -$876K -37,408 -24%
BP
254
Broadleaf Partners
Ohio
$2.82M +$35.5K +1,517 +1%
PMG
255
ProVise Management Group
Florida
$2.81M -$361K -15,393 -11%
WCM
256
Winthrop Capital Management
Indiana
$2.81M -$6.16K -263 -0.2%
PFWA
257
Paces Ferry Wealth Advisors
Georgia
$2.8M -$28.3K -1,209 -1%
SM
258
Sensible Money
Arizona
$2.78M +$12.8K +547 +0.5%
NCM
259
Next Capital Management
New York
$2.78M -$81.6K -3,484 -3%
SFC
260
Strategic Financial Concepts
Texas
$2.72M +$135K +5,767 +5%
EFP
261
Elser Financial Planning
Indiana
$2.7M -$87.4K -3,731 -3%
VCM
262
Vision Capital Management
Oregon
$2.69M -$22K -939 -0.8%
SEIA
263
Signature Estate & Investment Advisors
California
$2.68M -$54.6K -2,329 -2%
PFM
264
Phillips Financial Management
Indiana
$2.67M -$50.6K -2,160 -2%
CIP
265
Capital Insight Partners
Arizona
$2.66M -$479K -20,433 -15%
FFA
266
Farther Finance Advisors
California
$2.62M +$322K +13,711 +14%
EW
267
Element Wealth
Mississippi
$2.6M -$57K -2,434 -2%
GG
268
Gleason Group
Kentucky
$2.6M -$217K -9,250 -8%
HG
269
Harbor Group
New Hampshire
$2.6M -$42K -1,794 -2%
ASN
270
Advisory Services Network
Georgia
$2.6M +$1.88M +80,047 +259%
KAS
271
Kestra Advisory Services
Texas
$2.6M -$15.8M -673,765 -86%
TCM
272
Tradewinds Capital Management
Washington
$2.59M -$10.4M -444,451 -80%
PA
273
Pinnacle Associates
New York
$2.59M -$40.9K -1,746 -2%
NB
274
NBT Bank
New York
$2.58M -$526K -22,439 -17%
ACM
275
Arcataur Capital Management
Wisconsin
$2.58M +$9.75K +416 +0.4%
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