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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 %
AC
526
AlphaCore Capital
California
$758K +$117K +4,987 +18%
CWA
527
Clearview Wealth Advisors
Oregon
$756K +$16.1K +685 +2%
PSIWM
528
Paradigm Strategies in Wealth Management
Minnesota
$752K +$33.3K +1,421 +5%
SIS
529
Strategic Investment Solutions
Illinois
$751K -$135K -5,743 -15%
TCM
530
Twele Capital Management
Minnesota
$730K +$3.09K +132 +0.4%
BDFN
531
Bond & Devick Financial Network
Minnesota
$729K +$365K +15,561 +100%
AWS
532
Atria Wealth Solutions
New York
$716K -$1.41M -60,081 -66%
APSI
533
Asset Planning Services Inc
Louisiana
$710K -$7.03K -300 -1%
CAMG
534
CWA Asset Management Group
Florida
$708K – – –
YIA
535
YHB Investment Advisors
Connecticut
$708K -$6.16K -263 -0.9%
PAS
536
Park Avenue Securities
New York
$704K +$1.45K +62 +0.2%
BSCCG
537
Blue Sky Capital Consultants Group
California
$681K +$2.41K +103 +0.4%
NRG
538
Nemes Rush Group
Michigan
$680K – – –
LF
539
LifePlan Financial
Minnesota
$679K +$41.4K +1,769 +7%
WIA
540
World Investment Advisors
California
$673K -$178K -7,589 -21%
SF
541
Synovus Financial
Georgia
$668K +$5.46K +233 +0.8%
TIAA Trust, National Association
542
TIAA Trust, National Association
North Carolina
$665K -$12.7K -540 -2%
CW
543
Cooksen Wealth
Texas
$658K -$356K -7,225 -35%
DE
544
Diversified Enterprises
Delaware
$650K +$466K +19,884 +253%
WIM
545
WealthPlan Investment Management
Nebraska
$643K -$5.48K -234 -0.8%
ACA
546
Aspire Capital Advisors
Washington
$641K -$4.38K -187 -0.7%
P
547
&Partners
Tennessee
$640K +$28.6K +1,234 +5%
WF
548
Warner Financial
Maryland
$640K +$28.6K +1,218 +5%
VAMG
549
Voisard Asset Management Group
Michigan
$637K -$21.2K -903 -3%
JCM
550
Jacobi Capital Management
Pennsylvania
$632K +$1.43K +61 +0.2%
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