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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 %
TW
326
Transform Wealth
Colorado
$2.02M -$184K -7,866 -8%
ML
327
McAdam LLC
Pennsylvania
$2.01M -$328K -14,005 -14%
SFMG
328
Sage Financial Management Group
Virginia
$1.97M -$100K -4,275 -5%
DP
329
Denver PWM
Colorado
$1.96M -$5.04K -215 -0.3%
GFP
330
Guardian Financial Partners
California
$1.93M +$196K +8,363 +11%
EH
331
Equitable Holdings
New York
$1.9M +$56.2K +2,400 +3%
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$1.9M -$23.9K -1,019 -1%
B
333
Bensler
Washington
$1.88M -$273K -11,666 -13%
TWG
334
The Wealth Group
Minnesota
$1.87M -$30.2K -1,288 -2%
EFG
335
Everhart Financial Group
Ohio
$1.86M +$10.5K +449 +0.6%
CA
336
Clearstead Advisors
Ohio
$1.85M +$68.7K +2,931 +4%
ISWM
337
Independent Solutions Wealth Management
New York
$1.83M +$129K +5,503 +8%
AIS
338
American Investment Services
Massachusetts
$1.83M +$61.3K +2,616 +3%
AIM
339
Aspen Investment Management
Michigan
$1.81M +$5.62K +240 +0.3%
DWM
340
Dakota Wealth Management
Florida
$1.81M -$176K -7,525 -9%
VBWMG
341
Von Berge Wealth Management Group
California
$1.77M +$24.6K +1,082 +1%
MFT
342
Moisand Fitzgerald Tamayo
Florida
$1.77M -$37.7K -1,609 -2%
MWP
343
Moller Wealth Partners
$1.76M -$23.5K -1,002 -1%
EE
344
EWG Elevate
California
$1.75M +$51.8K +2,212 +3%
FPAS
345
Focus Partners Advisor Solutions
Missouri
$1.74M +$1.21M +51,450 +224%
SWA
346
Stratos Wealth Advisors
Ohio
$1.73M -$332K -14,169 -16%
WF
347
Whelan Financial
California
$1.71M -$33.3K -1,421 -2%
AWM
348
Abound Wealth Management
Tennessee
$1.7M +$87.9K +3,750 +5%
PGFC
349
Peapack-Gladstone Financial Corp
New Jersey
$1.7M -$32.2K -1,376 -2%
B
350
Bailard
California
$1.68M +$2.37K +101 +0.1%
12 13
14
15 16