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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 %
MMHP
451
Murphy Middleton Hinkle & Parker
Georgia
$1.05M -$14.2K -605 -1%
OFG
452
Omega Financial Group
California
$1.05M -$113K -4,830 -10%
OFS
453
Oldfather Financial Services
Nebraska
$1.04M +$64K +2,732 +7%
WP
454
Westmount Partners
California
$1.04M +$374K +15,970 +56%
NIM
455
Nicollet Investment Management
Minnesota
$1.04M -$47 -2 -0%
WCM
456
Wisconsin Capital Management
Wisconsin
$1.03M – – –
RW
457
Rede Wealth
Virginia
$1.03M +$47.3K +2,020 +5%
CC
458
Climber Capital
Switzerland
$1.02M +$81K +4,410 +9%
MG
459
MilWealth Group
Wisconsin
$1.02M – – –
PWM
460
Paulson Wealth Management
Illinois
$1.02M -$98.1K -4,188 -9%
GIA
461
GHP Investment Advisors
Colorado
$1.01M +$21.1K +900 +2%
CMAI
462
Capital Management Associates Inc
Minnesota
$986K +$494K +21,089 +100%
SWM
463
Sculati Wealth Management
Michigan
$985K -$148K -6,310 -13%
PAYA
464
Phil A. Younker & Associates
Alaska
$982K +$2.44K +104 +0.2%
CA
465
Claro Advisors
Massachusetts
$981K -$3.63K -155 -0.4%
WBCM
466
Wilson & Boucher Capital Management
California
$978K -$86.6K -3,696 -8%
CS
467
Crescent Sterling
Louisiana
$967K -$35.1K -1,496 -3%
SA
468
Scarborough Advisors
Maryland
$961K -$119K -5,070 -11%
SEM
469
Strategic Equity Management
Arizona
$959K -$98.3K -4,196 -9%
WAG
470
Wiser Advisor Group
Arizona
$954K -$32.7K -1,396 -3%
BWL
471
Bogart Wealth LLC
Virginia
$954K -$965K -41,174 -50%
IFS
472
Ifrah Financial Services
Arkansas
$951K -$914 -39 -0.1%
NP
473
NorthRock Partners
Minnesota
$950K -$197K -8,420 -17%
CFO
474
Collective Family Office
Pennsylvania
$947K -$43.5K -1,858 -4%
GCA
475
Gradient Capital Advisors
California
$940K +$1.01K +43 +0.1%
17 18
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