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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 %
CFO
551
CVA Family Office
Colorado
$632K -$8.58K -366 -1%
LIWM
552
Long Island Wealth Management
New York
$631K +$117K +4,993 +23%
EWM
553
Evermay Wealth Management
Virginia
$625K -$24.2K -1,032 -4%
AWM
554
Apex Wealth Management
New Hampshire
$624K +$27.4K +1,171 +5%
CHJWM
555
Carlton Hofferkamp & Jenks Wealth Management
Texas
$624K +$238 +11 +0%
YIM
556
Yoffe Investment Management
Pennsylvania
$622K -$23 -1 -0%
WCWM
557
Wooster Corthell Wealth Management
Connecticut
$619K -$45K -1,921 -7%
HIC
558
Holderness Investments Company
North Carolina
$612K -$437K -18,643 -42%
LWM
559
Luminvest Wealth Management
Arizona
$611K -$17.1K -731 -3%
BFS
560
Burkett Financial Services
South Carolina
$609K -$27.2K -1,162 -4%
Vanguard Group
561
Vanguard Group
Pennsylvania
$608K -$47.1K -2,012 -7%
CPL
562
CAP Partners LLC
Tennessee
$607K -$42K -1,794 -6%
MAS
563
Madden Advisory Services
Florida
$605K -$13.4K -572 -2%
DTC
564
Davidson Trust Company
Washington
$600K – – –
EW
565
Evoke Wealth
California
$599K – – –
APP
566
Avantax Planning Partners
Iowa
$589K -$15.3K -654 -3%
FWI
567
Facet Wealth Inc
Maryland
$588K -$125K -5,348 -18%
CAM
568
Carret Asset Management
New York
$585K -$2.93K -125 -0.5%
PSF
569
Pacific Sun Financial
California
$582K +$37.6K +1,603 +7%
RDWM
570
Red Door Wealth Management
Tennessee
$577K +$181K +7,732 +46%
IIA
571
Integral Investment Advisors
California
$575K +$23 +1 +0%
Baird Financial Group
572
Baird Financial Group
Wisconsin
$574K +$130K +5,552 +29%
PAM
573
Pegasus Asset Management
New York
$574K – – –
AIM
574
Acropolis Investment Management
Missouri
$572K – – –
NA
575
Nautilus Advisors
California
$571K +$5.86K +250 +1%
21 22
23
24 25