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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 %
ECM
351
Exchange Capital Management
Michigan
$1.68M -$238K -10,140 -12%
VVP
352
Venture Visionary Partners
Ohio
$1.66M +$32.4K +1,383 +2%
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.65M -$68K -2,901 -4%
VWA
354
VSM Wealth Advisory
Maryland
$1.64M -$10.8K -463 -0.7%
SP
355
SWS Partners
Ohio
$1.63M -$43K -1,835 -3%
SF
356
Summit Financial
New Jersey
$1.62M +$24.5K +1,046 +2%
HWMG
357
Hurlow Wealth Management Group
Indiana
$1.62M +$170K +7,245 +12%
CM
358
Columbus Macro
Pennsylvania
$1.61M +$67.3K +2,873 +4%
ATPW
359
Ashton Thomas Private Wealth
Arizona
$1.61M +$53K +2,262 +3%
Janney Montgomery Scott
360
Janney Montgomery Scott
Pennsylvania
$1.6M -$73.3K -3,130 -4%
DSC
361
Duncker Streett & Co
Missouri
$1.58M +$398 +17 +0%
GC
362
Grimes & Company
Massachusetts
$1.58M -$78.1K -3,335 -5%
CFS
363
CRA Financial Services
New Jersey
$1.57M +$102K +4,346 +7%
SWP
364
Stratos Wealth Partners
Ohio
$1.57M +$1.83K +78 +0.1%
SFA
365
Souders Financial Advisors
Ohio
$1.56M -$8.31M -354,543 -84%
CCM
366
Coldstream Capital Management
Washington
$1.56M -$3.59K -153 -0.2%
ACG
367
Allen Capital Group
Nebraska
$1.56M +$133K +5,660 +9%
SAI
368
Savvy Advisors Inc
New York
$1.56M +$65.8K +2,807 +4%
MPCA
369
Madison Park Capital Advisors
Washington
$1.54M -$35.3K -1,506 -2%
MIA
370
Milestone Investment Advisors
Wisconsin
$1.51M -$8.83K -377 -0.6%
CAG
371
Compass Advisory Group
New York
$1.51M -$7.29K -311 -0.5%
LC
372
LTG Capital
Massachusetts
$1.5M -$10.8K -463 -0.7%
OPWM
373
Oakwell Private Wealth Management
Texas
$1.5M – – –
AGC
374
Aspen Grove Capital
Colorado
$1.47M +$656 +28 +0%
FA
375
Financial Advisors
Massachusetts
$1.47M +$398 +17 +0%
13 14
15
16 17