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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 %
CG
301
Caprock Group
Idaho
$2.29M +$3.8K +162 +0.2%
FG
302
Foster Group
Iowa
$2.27M +$25.5K +1,089 +1%
LA
303
LVW Advisors
New York
$2.25M -$966K -41,244 -30%
BAM
304
Berkshire Asset Management
Pennsylvania
$2.25M +$82.2K +3,470 +4%
CW
305
Code Waechter
Florida
$2.24M +$308K +13,131 +16%
BCM
306
Boltwood Capital Management
California
$2.24M +$194K +8,292 +9%
IRC
307
Investors Research Corp
Georgia
$2.24M -$9.93K -424 -0.4%
JCIA
308
Jackson Creek Investment Advisors
Colorado
$2.24M +$66.3K +2,830 +3%
1IA
309
1834 Investment Advisors
Wisconsin
$2.21M +$376K +16,051 +20%
CC
310
Callan Capital
California
$2.21M +$23 +1 +0%
JPLA
311
Joseph P. Lucia & Associates
New York
$2.2M -$37.6K -1,606 -2%
CAG
312
Csenge Advisory Group
Florida
$2.2M +$305K +13,958 +16%
CMBA
313
C.M. Bidwell & Associates
Hawaii
$2.16M +$230K +9,812 +12%
MS
314
Madden Securities
Texas
$2.14M -$3.37K -144 -0.2%
CA
315
Centerpoint Advisors
Massachusetts
$2.11M – – –
MMCM
316
Murphy & Mullick Capital Management
New York
$2.09M -$52.5K -2,241 -2%
LKBC
317
L.K. Benson & Company
Maryland
$2.08M +$1.97K +84 +0.1%
BSHC
318
Breed's Hill Capital
Massachusetts
$2.06M +$246K +10,486 +14%
EPM
319
Elm Partners Management
Pennsylvania
$2.06M -$955K -40,756 -32%
FCM
320
Firestone Capital Management
Florida
$2.06M +$55.4K +2,366 +3%
LBC
321
Lowe Brockenbrough & Co
Virginia
$2.04M -$10.3K -438 -0.5%
Comerica Bank
322
Comerica Bank
Texas
$2.04M -$17.3K -737 -0.8%
RI
323
Rinkey Investments
California
$2.02M +$2.02M +86,323 New
AIA
324
Accelerate Investment Advisors
California
$2.02M +$31.6K +1,347 +2%
AAS
325
Ameritas Advisory Services
Nebraska
$2.02M -$5.13K -212 -0.3%
11 12
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