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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 %
Tudor Investment Corp
576
Tudor Investment Corp
Connecticut
$569K +$569K +24,303 New
BTWM
577
Brass Tax Wealth Management
Ohio
$568K -$53.7K -2,293 -9%
WA
578
WP Advisors
California
$563K +$563K +24,008 New
MA
579
Mutual Advisors
Nebraska
$558K -$19.5K -859 -3%
JWBC
580
John W. Brooker & Co
California
$556K -$13.5K -577 -2%
USCWA
581
U.S. Capital Wealth Advisors
Texas
$555K -$60.1K -2,563 -10%
HI
582
Hendershot Investments
Virginia
$554K +$16.1K +686 +3%
CA
583
Capital Advantage
California
$552K – – –
ZF
584
Zhang Financial
Michigan
$548K +$56.4K +2,407 +11%
WCM
585
Weaver Capital Management
Georgia
$545K – – –
FWP
586
FAS Wealth Partners
Kansas
$545K +$351 +15 +0.1%
CIR
587
Clear Investment Research
Georgia
$545K -$773 -33 -0.1%
FSWA
588
Financial Synergies Wealth Advisors
Texas
$543K -$609 -26 -0.1%
BF
589
Brucke Financial
Indiana
$540K +$51.5K +2,254 +11%
EAM
590
Everstar Asset Management
North Carolina
$538K -$23.4K -1,000 -4%
LB
591
Legacy Bridge
Iowa
$538K -$28.1K -1,200 -5%
MCC
592
Money Concepts Capital
Florida
$538K -$19.5K -831 -3%
Northern Trust
593
Northern Trust
Illinois
$534K +$250K +10,690 +88%
HR
594
Howe & Rusling
New York
$534K +$19.6K +836 +4%
FC
595
Forte Capital
New York
$534K +$2.06K +88 +0.4%
CL
596
Choreo LLC
Illinois
$533K -$5.2K -222 -1%
GT
597
Glenmede Trust
Pennsylvania
$529K +$33.5K +1,429 +7%
VFA
598
Valeo Financial Advisors
Indiana
$528K -$2.39K -102 -0.5%
WCFA
599
Walkner Condon Financial Advisors
Wisconsin
$527K +$4.55K +194 +0.9%
AWM
600
AE Wealth Management
Kansas
$522K -$42.5K -1,813 -8%
22 23
24
25 26