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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 %
AQR Capital Management
276
AQR Capital Management
Connecticut
$2.57M +$184K +7,840 +8%
TFF
277
The Family Firm
Maryland
$2.56M -$28.4K -1,210 -1%
CFG
278
Clayton Financial Group
Missouri
$2.53M +$49.9K +2,130 +2%
AAS
279
Avantax Advisory Services
Texas
$2.53M +$456K +19,466 +22%
LIM
280
Leavell Investment Management
Alabama
$2.53M -$125K -5,315 -5%
WP
281
WealthShield Partners
North Carolina
$2.51M +$51.1K +2,183 +2%
SAM
282
Smithbridge Asset Management
Pennsylvania
$2.46M +$2.46M +105,184 New
SAW
283
Signal Advisors Wealth
Michigan
$2.45M -$137K -5,857 -5%
TSWM
284
Triangle Securities Wealth Management
North Carolina
$2.44M +$60.1K +2,565 +3%
LFG
285
Larson Financial Group
Missouri
$2.43M -$286K -12,197 -11%
AOWM
286
Alpha Omega Wealth Management
Virginia
$2.42M +$14.1K +600 +0.6%
HA
287
HC Advisors
Georgia
$2.39M +$37.7K +1,610 +2%
IWM
288
IHT Wealth Management
Illinois
$2.39M -$72.9K -3,111 -3%
HSA
289
HBK Sorce Advisory
Pennsylvania
$2.38M +$42.3K +1,807 +2%
Bank of Montreal
290
Bank of Montreal
Ontario, Canada
$2.38M -$70.2K -2,995 -3%
OPS
291
Orion Portfolio Solutions
Nebraska
$2.37M +$250K +10,651 +12%
BCI
292
Brinker Capital Investments
Pennsylvania
$2.37M +$250K +10,651 +12%
SFG
293
Sunburst Financial Group
Alabama
$2.35M -$203K -8,659 -8%
LF
294
Lee Financial
Texas
$2.34M +$161K +6,890 +7%
SWM
295
SeaCrest Wealth Management
New York
$2.34M -$48.6K -2,075 -2%
STA
296
Smith Thornton Advisors
Alabama
$2.34M +$1.1M +47,068 +89%
TRCT
297
Tower Research Capital (TRC)
New York
$2.32M +$2.24M +95,442 +2,605%
CFG
298
Citizens Financial Group
Rhode Island
$2.32M -$8.41K -359 -0.4%
CCA
299
Cobblestone Capital Advisors
New York
$2.31M -$9.4K -401 -0.4%
RWP
300
Revolve Wealth Partners
New Jersey
$2.31M -$36.7K -1,567 -2%
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