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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 %
QCG
426
Quadrant Capital Group
Ohio
$1.15M -$41K -1,749 -3%
BP
427
BCK Partners
New York
$1.15M -$5.98K -255 -0.5%
MAMG
428
Milestone Asset Management Group
Connecticut
$1.15M +$59.7K +2,547 +5%
FBB
429
Fulton Breakefield Broenniman
Maryland
$1.14M -$29.4K -1,256 -3%
CFO
430
Custos Family Office
Texas
$1.14M +$14.9K +634 +1%
American Century Companies
431
American Century Companies
Missouri
$1.13M -$715K -30,511 -39%
KJWM
432
Kiley Juergens Wealth Management
Washington
$1.13M +$76K +3,243 +7%
JFG
433
JMG Financial Group
Illinois
$1.13M +$67.5K +2,881 +6%
PA
434
Parallel Advisors
California
$1.13M -$89.6K -3,826 -7%
CG
435
Cynosure Group
Utah
$1.13M +$2.65K +113 +0.2%
IF
436
Ironwood Financial
Arizona
$1.13M -$13.2K -564 -1%
GWWM
437
Great Waters Wealth Management
Minnesota
$1.13M -$3.96K -169 -0.4%
LFA
438
Laraway Financial Advisors
Minnesota
$1.12M +$2.11K +90 +0.2%
SFC
439
Sprinkle Financial Consultants
Colorado
$1.12M -$18.5K -789 -2%
PL
440
Plancorp LLC
Missouri
$1.12M +$209K +8,914 +23%
FWM
441
Fonville Wealth Management
Virginia
$1.12M -$55K -2,403 -5%
AF
442
Advisornet Financial
Minnesota
$1.11M -$847K -36,146 -43%
IA
443
Intellus Advisors
Florida
$1.1M +$21.1K +899 +2%
OFS
444
OneAscent Financial Services
Alabama
$1.09M +$49.5K +2,111 +5%
SSWM
445
Sheets Smith Wealth Management
North Carolina
$1.08M +$21.2K +904 +2%
TA
446
TPG Advisors
Illinois
$1.08M -$38.3K -1,635 -3%
PWMAG
447
Pinnacle Wealth Management Advisory Group
New Jersey
$1.08M +$32.1K +1,368 +3%
JGCM
448
Joseph Group Capital Management
Ohio
$1.07M -$63.9K -2,728 -6%
PNC Financial Services Group
449
PNC Financial Services Group
Pennsylvania
$1.07M +$92.6K +3,952 +9%
SC
450
SouthState Corp
Florida
$1.06M +$1.06M +45,370 New
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