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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,117 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 101 funds opening new positions, 439 increasing their positions, 415 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
14.97%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.7%
New
101
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 %
HWA
476
Heartwood Wealth Advisors
Virginia
$1.02M +$760K +30,028 +295%
SAM
477
Summit Asset Management
Tennessee
$1.02M +$17.2K +681 +2%
DCM
478
Donaldson Capital Management
Indiana
$1.01M +$58.8K +2,326 +6%
HWMG
479
Hurlow Wealth Management Group
Indiana
$998K -$753K -29,756 -43%
NP
480
NorthRock Partners
Minnesota
$985K -$41.8K -1,652 -4%
NL
481
NWAM LLC
Washington
$984K +$108K +4,151 +12%
SFA
482
Souders Financial Advisors
Ohio
$980K -$708K -27,999 -42%
MCM
483
Mengis Capital Management
Oregon
$975K -$11.7K -464 -1%
CAM
484
Cozad Asset Management
Illinois
$962K – – –
BA
485
Bristlecone Advisors
Washington
$960K -$43.5K -1,719 -4%
EWP
486
Elevation Wealth Partners
California
$959K +$16.7K +662 +2%
MW
487
MBL Wealth
North Carolina
$954K – – –
CCG
488
Coastwise Capital Group
California
$953K +$46.2K +1,826 +5%
TWP
489
Tempus Wealth Planning
California
$951K +$61.7K +2,439 +7%
RTL
490
Red Tortoise LLC
Georgia
$950K -$10K -397 -1%
SWM
491
Sculati Wealth Management
Michigan
$948K -$116K -4,576 -11%
AAS
492
Ameritas Advisory Services
Nebraska
$944K -$1.17M -46,069 -55%
PNC Financial Services Group
493
PNC Financial Services Group
Pennsylvania
$941K -$217K -8,596 -19%
M
494
MYeCFO
California
$939K -$25.3K -1,000 -3%
HI
495
Harbour Investments
Wisconsin
$938K +$28.7K +1,123 +3%
EFM
496
Eley Financial Management
Vermont
$937K -$33.5K -1,326 -3%
SG
497
StoneX Group
New York
$933K +$74K +2,924 +9%
Northern Trust
498
Northern Trust
Illinois
$932K +$355K +14,017 +61%
MSWMA
499
Market Street Wealth Management Advisors
Indiana
$929K – – –
SAM
500
S.A. Mason
Michigan
$920K +$8.63K +341 +0.9%
18 19
20
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