SCHA icon

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 %
PHIC
701
Pine Haven Investment Counsel
Massachusetts
$382K -$16.9K -720 -4%
APG
702
Abacus Planning Group
South Carolina
$380K -$17.8K -758 -4%
HCP
703
Hardin Capital Partners
South Carolina
$380K +$61.9K +2,641 +19%
PIN
704
Prudent Investors Network
California
$379K – – –
BCM
705
Brookstone Capital Management
Illinois
$379K +$56.8K +2,424 +18%
EFA
706
Evernest Financial Advisors
Indiana
$377K +$586 +25 +0.2%
MFF
707
Michels Family Financial
Texas
$374K +$820 +35 +0.2%
SRCM
708
Signature Resources Capital Management
California
$374K – – –
CAL
709
Capital Advisors Ltd
Ohio
$374K +$37.9K +1,616 +11%
CAP
710
Columbia Advisory Partners
Washington
$373K -$10.3K -440 -3%
TWM
711
Thrive Wealth Management
Pennsylvania
$372K -$92.4K -3,942 -20%
JWM
712
JPL Wealth Management
Colorado
$372K -$114K -4,848 -23%
PCM
713
Pennsylvania Capital Management
Pennsylvania
$372K +$515 +22 +0.1%
QWM
714
Quadcap Wealth Management
Texas
$367K -$216K -9,231 -37%
SSW
715
Stone Summit Wealth
Florida
$364K +$20.6K +879 +6%
VBFG
716
Vishria Bird Financial Group
Tennessee
$363K – – –
PWP
717
Principle Wealth Partners
Connecticut
$363K – – –
CWM
718
Cabot Wealth Management
Massachusetts
$361K -$24.6K -1,048 -6%
FCA
719
FLC Capital Advisors
California
$360K – – –
VCP
720
Vista Capital Partners
Oregon
$358K -$24.1K -1,030 -6%
FNBOMD
721
First National Bank of Mount Dora
Florida
$356K – – –
CIA
722
Capital Investment Advisors
Georgia
$355K +$124K +5,283 +54%
JWM
723
Jeppson Wealth Management
California
$353K – – –
CTA
724
Chesley Taft & Associates
Illinois
$353K +$353K +15,052 New
CWC
725
Carolinas Wealth Consulting
North Carolina
$350K +$656 +28 +0.2%
27 28
29
30 31