SCHA icon

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 %
RSWM
526
Robertson Stephens Wealth Management
California
$842K – – –
SEM
527
Strategic Equity Management
Arizona
$831K -$204K -8,066 -20%
DE
528
Diversified Enterprises
Delaware
$828K +$126K +4,965 +18%
YIA
529
YHB Investment Advisors
Connecticut
$821K +$56.2K +2,223 +7%
FIC
530
Family Investment Center
Missouri
$820K -$121K -4,800 -13%
TCM
531
Twele Capital Management
Minnesota
$809K +$21.3K +840 +3%
SIS
532
Strategic Investment Solutions
Illinois
$808K -$3.09K -122 -0.4%
PSIWM
533
Paradigm Strategies in Wealth Management
Minnesota
$800K -$12.2K -481 -1%
BBA
534
BLB&B Advisors
Pennsylvania
$797K -$44.5K -1,758 -5%
ACA
535
Atlas Capital Advisors
Wyoming
$790K +$747K +29,515 +1,724%
BDFN
536
Bond & Devick Financial Network
Minnesota
$787K – – –
EA
537
Enclave Advisors
Texas
$787K -$178K -7,039 -18%
LIWM
538
Long Island Wealth Management
New York
$785K +$104K +4,121 +15%
PWPS
539
Pinnacle Wealth Planning Services
Ohio
$785K +$785K +31,021 New
EPM
540
Elm Partners Management
Pennsylvania
$783K -$1.44M -56,766 -65%
BWM
541
BankPlus Wealth Management
Mississippi
$781K -$231K -9,115 -23%
Baird Financial Group
542
Baird Financial Group
Wisconsin
$776K +$156K +6,167 +25%
AF
543
Advisornet Financial
Minnesota
$775K -$422K -16,696 -35%
AWS
544
Atria Wealth Solutions
New York
$772K -$13.6K -527 -2%
HR
545
Howe & Rusling
New York
$771K +$195K +7,689 +34%
CAMG
546
CWA Asset Management Group
Florida
$770K +$5.24K +207 +0.7%
HF
547
HRT Financial
New York
$758K +$758K +29,985 New
GFA
548
Gallagher Fiduciary Advisors
Illinois
$756K -$83.2K -3,287 -10%
AWM
549
AE Wealth Management
Kansas
$749K +$186K +7,340 +33%
BCM
550
Brookstone Capital Management
Illinois
$745K +$337K +13,306 +82%
20 21
22
23 24