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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,116 hedge funds and large institutions have $6.06B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 439 increasing their positions, 415 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.96%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.7%
New
100
Increased
439
Reduced
415
Closed
82
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$247K

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$178M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$31.5M
4
SEI Investments
SEI Investments
Pennsylvania
+$29M
5
Bank of America
Bank of America
North Carolina
+$24.3M

Top Sellers

1
WA
Waterford Advisors
New York
-$248M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$59.1M
3
Goldman Sachs
Goldman Sachs
New York
-$32.3M
4
Cerity Partners
Cerity Partners
New York
-$22.6M
5
Ameriprise
Ameriprise
Minnesota
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
401
Cambridge Advisors
Nebraska
$1.37M -$28.4K -1,122 -2%
MCM
402
Mendel Capital Management
Arkansas
$1.36M -$77.8K -3,075 -5%
PCM
403
Passive Capital Management
Maryland
$1.36M -$5.57K -218 -0.4%
SPFA
404
Summit Place Financial Advisors
New Jersey
$1.36M -$1.9K -75 -0.1%
GC
405
Grimes & Company
Massachusetts
$1.35M -$357K -14,091 -21%
KJWM
406
Kiley Juergens Wealth Management
Washington
$1.34M +$123K +4,880 +10%
BCG
407
Bravias Capital Group
New Jersey
$1.34M +$45.7K +1,805 +4%
American Century Companies
408
American Century Companies
Missouri
$1.34M +$117K +4,614 +10%
QCM
409
Quantinno Capital Management
New York
$1.33M +$976K +38,570 +274%
CC
410
Climber Capital
Switzerland
$1.33M – – –
VFA
411
Valeo Financial Advisors
Indiana
$1.3M +$824K +38,871 +172%
GRP
412
Global Retirement Partners
California
$1.3M +$1.3M +51,418 New
SF
413
Seek First
California
$1.3M -$21.1K -835 -2%
BWM
414
Blossom Wealth Management
California
$1.3M +$58.6K +2,315 +5%
EWM
415
Elmwood Wealth Management
California
$1.29M -$38K -1,500 -3%
OFS
416
OneAscent Financial Services
Alabama
$1.29M +$111K +4,378 +9%
NFTC
417
North Forty Two & Co
Oregon
$1.28M +$24K +950 +2%
VPIM
418
Vanguard Personalized Indexing Management
California
$1.28M – – –
AIA
419
Armor Investment Advisors
North Carolina
$1.28M -$60.6K -2,394 -5%
IA
420
IFS Advisors
Kansas
$1.27M -$5.18M -204,663 -80%
CHA
421
Cooper/Haims Advisors
New York
$1.27M -$405 -16 -0%
CL
422
Choreo LLC
Illinois
$1.26M +$683K +26,997 +119%
YIH
423
Y-Intercept (HK)
Hong Kong
$1.26M +$1.26M +49,729 New
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$1.26M -$293K -11,573 -19%
WPA
425
West Paces Advisors
Georgia
$1.25M -$6.07K -240 -0.5%
15 16
17
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