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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 %
SAM
501
S.A. Mason
Michigan
$844K -$2.86K -122 -0.3%
CCG
502
Coastwise Capital Group
California
$840K -$937 -40 -0.1%
CPA
503
Clear Point Advisors
New York
$840K -$8.83K -377 -1%
LGWM
504
Litman Gregory Wealth Management
California
$837K -$21.8K -932 -3%
DWT
505
Dorsey & Whitney Trust
South Dakota
$834K – – –
HI
506
Harbour Investments
Wisconsin
$834K +$4.41K +188 +0.5%
PCM
507
Parsons Capital Management
Rhode Island
$832K +$120K +5,116 +17%
WPC
508
Wedmont Private Capital
Pennsylvania
$831K +$296K +13,700 +55%
HCM
509
Hengehold Capital Management
Ohio
$829K -$224K -9,545 -21%
TWP
510
Tempus Wealth Planning
California
$824K +$20.5K +877 +3%
HP
511
Hilltop Partners
Indiana
$823K -$58.9K -2,512 -7%
WIC
512
Woodmont Investment Counsel
Tennessee
$803K +$141 +6 +0%
GJIA
513
Glass Jacobson Investment Advisors
Maryland
$802K – – –
IFA
514
Index Fund Advisors
California
$801K -$5.74K -245 -0.7%
SG
515
StoneX Group
New York
$795K +$74.5K +3,180 +10%
KNFPWM
516
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$794K -$11.3K -481 -1%
NL
517
NWAM LLC
Washington
$789K +$7.01K +299 +0.9%
RSWM
518
Robertson Stephens Wealth Management
California
$780K -$22.3K -951 -3%
BBA
519
BLB&B Advisors
Pennsylvania
$779K -$9.37K -400 -1%
GFA
520
Gallagher Fiduciary Advisors
Illinois
$777K +$75.8K +3,233 +11%
FIA
521
Foundations Investment Advisors
Arizona
$775K -$21.4M -913,512 -97%
LTL
522
Lowery Thomas LLC
California
$775K -$19.2K -821 -2%
GFG
523
Grantvest Financial Group
New Jersey
$774K -$96.4K -4,114 -11%
LFG
524
Leverty Financial Group
Wisconsin
$773K -$88.6K -3,780 -10%
CA
525
Calton & Associates
Florida
$759K +$759K +32,380 New
19 20
21
22 23