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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 %
TCM
51
TruNorth Capital Management
Michigan
$17.2M +$1.1M +46,735 +7%
FI
52
FIDELIS iM
Oregon
$17.1M -$829K -35,387 -5%
Raymond James Financial
53
Raymond James Financial
Florida
$17.1M -$492 -21 -0%
WANY
54
Wealthspire Advisors (New York)
New York
$16.4M +$8.2M +350,067 +101%
WCFP
55
White & Co Financial Planning
Washington
$16.2M -$209K -8,898 -1%
CST
56
Charles Schwab Trust
Nevada
$16.1M +$407K +17,362 +3%
SFG
57
Sage Financial Group
Pennsylvania
$16M +$396K +16,885 +3%
JIC
58
Johnson Investment Counsel
Ohio
$15.5M +$1.12M +47,853 +8%
JF
59
Joule Financial
Kentucky
$15.5M -$183K -7,813 -1%
RWM
60
RKL Wealth Management
Pennsylvania
$15.4M -$8.47M -361,597 -36%
WA
61
Waterford Advisors
New York
$15M +$265K +11,310 +2%
ONB
62
Old National Bancorp
Indiana
$14.8M +$356K +15,176 +2%
BSB
63
Bangor Savings Bank
Maine
$14.8M -$136K -5,812 -0.9%
VWA
64
Visionary Wealth Advisors
Illinois
$14.4M -$138K -5,873 -0.9%
SWRP
65
Summit Wealth & Retirement Planning
California
$14.4M +$578K +24,649 +4%
ACA
66
Ascension Capital Advisors
Texas
$14.4M +$168K +7,160 +1%
WA
67
Waverly Advisors
Alabama
$14.1M +$12.2M +520,125 +631%
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$14M -$245K -10,462 -2%
BWA
69
Burt Wealth Advisors
Maryland
$14M +$157K +6,694 +1%
ZRP
70
Zynergy Retirement Planning
New Jersey
$13.7M +$6.87M +265,541 +100%
CPIG
71
Chicago Partners Investment Group
Illinois
$13.5M +$2.16M +92,799 +19%
CCA
72
Clearwater Capital Advisors
Illinois
$13.2M +$482K +20,573 +4%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$13.1M -$621K -26,523 -5%
MSFS
74
Main Street Financial Solutions
Pennsylvania
$13M +$732K +31,222 +6%
MML Investors Services
75
MML Investors Services
Massachusetts
$12.9M -$2.2M -93,960 -15%
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