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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 %
SFC
426
Sprinkle Financial Consultants
Colorado
$1.25M +$38K +1,502 +3%
MG
427
MilWealth Group
Wisconsin
$1.24M +$144K +5,673 +13%
PA
428
Parallel Advisors
California
$1.24M +$21.3K +843 +2%
MAMG
429
Milestone Asset Management Group
Connecticut
$1.24M +$2.81K +111 +0.2%
AGC
430
Aspen Grove Capital
Colorado
$1.24M -$353K -13,962 -22%
BP
431
BCK Partners
New York
$1.23M -$8.86K -350 -0.7%
CFO
432
Custos Family Office
Texas
$1.23M – – –
MCCA
433
Mill Creek Capital Advisors
Pennsylvania
$1.23M +$674K +26,646 +122%
IA
434
Intellus Advisors
Florida
$1.22M +$33.6K +1,330 +3%
SDWMA
435
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.21M -$34.8K -1,376 -3%
FWM
436
Fonville Wealth Management
Virginia
$1.21M -$22.3K -883 -2%
FBB
437
Fulton Breakefield Broenniman
Maryland
$1.21M -$19.9K -785 -2%
XPN
438
XY Planning Network
Montana
$1.21M +$1.21M +47,856 New
JFG
439
JMG Financial Group
Illinois
$1.21M -$11.4K -452 -0.9%
AWM
440
Avior Wealth Management
Nebraska
$1.18M -$63.5K -2,511 -5%
LFA
441
Laraway Financial Advisors
Minnesota
$1.18M -$32.5K -1,285 -3%
PS
442
Planned Solutions
California
$1.18M -$246K -9,726 -17%
PWMAG
443
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M +$25 +1 +0%
GWWM
444
Great Waters Wealth Management
Minnesota
$1.16M -$58.1K -2,297 -5%
FIA
445
Foundations Investment Advisors
Arizona
$1.15M +$315K +12,439 +38%
JGCM
446
Joseph Group Capital Management
Ohio
$1.15M -$12.7K -501 -1%
TA
447
TPG Advisors
Illinois
$1.15M -$21.5K -849 -2%
RW
448
Rede Wealth
Virginia
$1.13M +$22.7K +897 +2%
WP
449
Westmount Partners
California
$1.13M +$2.45K +97 +0.2%
IF
450
Ironwood Financial
Arizona
$1.13M – – –
16 17
18
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