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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 %
BPWM
401
Badgley Phelps Wealth Managers
Washington
$1.27M -$1.85K -79 -0.1%
IWMA
402
Ironwood Wealth Management (Arizona)
Arizona
$1.27M -$11.2K -478 -0.9%
KWM
403
Kingsview Wealth Management
Oregon
$1.27M +$20K +855 +2%
FWA
404
FSM Wealth Advisors
Ohio
$1.26M +$561K +23,932 +80%
SPFA
405
Summit Place Financial Advisors
New Jersey
$1.26M +$77.3K +3,300 +7%
PCM
406
Passive Capital Management
Maryland
$1.25M -$1.92K -82 -0.2%
CIBC Private Wealth Group
407
CIBC Private Wealth Group
Georgia
$1.25M +$199K +9,721 +19%
BJL
408
Brighton Jones LLC
Washington
$1.25M -$103K -4,416 -8%
WIM
409
Warwick Investment Management
Texas
$1.24M +$155K +6,617 +14%
AIA
410
Armor Investment Advisors
North Carolina
$1.24M – – –
EWM
411
Elmwood Wealth Management
California
$1.23M -$11.1K -475 -0.9%
OCG
412
Opus Capital Group
Ohio
$1.23M +$656 +28 +0.1%
SF
413
Seek First
California
$1.22M +$1.22M +52,231 New
AO
414
Advisor OS
Illinois
$1.22M +$132K +5,645 +12%
MGWM
415
Marks Group Wealth Management
Minnesota
$1.21M +$1.21M +51,720 New
NGA
416
Naples Global Advisors
Florida
$1.21M +$43.9K +1,874 +4%
BCG
417
Bravias Capital Group
New Jersey
$1.2M +$1.01K +43 +0.1%
VPIM
418
Vanguard Personalized Indexing Management
California
$1.19M – – –
CHA
419
Cooper/Haims Advisors
New York
$1.18M -$98.7K -4,212 -8%
NFTC
420
North Forty Two & Co
Oregon
$1.17M +$113K +4,825 +11%
WPA
421
West Paces Advisors
Georgia
$1.17M -$194K -8,265 -14%
SDWMA
422
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.16M +$32.2K +1,376 +3%
NCM
423
Northwest Capital Management
Oregon
$1.15M -$152K -6,482 -12%
AWM
424
Avior Wealth Management
Nebraska
$1.15M -$102K -4,369 -8%
BWM
425
Blossom Wealth Management
California
$1.15M -$4.92K -210 -0.4%
15 16
17
18 19