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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 %
PA
726
Planning Alternatives
Michigan
$371K -$1.64K -65 -0.4%
BFC
727
Bedel Financial Consulting
Indiana
$370K +$278 +11 +0.1%
CFO
728
Callan Family Office
Pennsylvania
$368K – – –
HCP
729
Hexagon Capital Partners
Arkansas
$366K +$47K +1,857 +15%
MCP
730
Mirador Capital Partners
California
$365K -$2.02K -80 -0.6%
HT
731
Heritage Trust
Oklahoma
$363K -$72.6K -2,871 -17%
GCA
732
Genesee Capital Advisors
New York
$362K +$1.19K +47 +0.3%
TWA
733
TCI Wealth Advisors
Arizona
$362K +$25K +990 +7%
DFA
734
DHK Financial Advisors
New Hampshire
$361K -$59.6K -2,354 -14%
FF
735
Fairway Financial
Florida
$358K +$15.2K +602 +4%
CWM
736
Cabot Wealth Management
Massachusetts
$358K -$32.4K -1,280 -8%
OAM
737
Oppenheimer Asset Management
New York
$358K +$1.11K +44 +0.3%
CCA
738
Clarity Capital Advisors
Florida
$356K +$1.16K +46 +0.3%
CA
739
Continuum Advisory
Idaho
$355K +$169K +6,699 +91%
SMA
740
Seven Mile Advisory
New Jersey
$354K – – –
PFA
741
Pure Financial Advisors
California
$353K -$78.4K -3,097 -18%
PD
742
Planning Directions
Pennsylvania
$351K -$163K -6,462 -32%
SSA
743
Sierra Summit Advisors
Nevada
$351K -$18.5K -732 -5%
PFT
744
Providence First Trust
Arizona
$349K +$3.54K +140 +1%
SAG
745
SageView Advisory Group
California
$348K +$6.02K +229 +2%
FVIM
746
Fort Vancouver Investment Management
Washington
$347K -$2.94K -116 -0.8%
CICC
747
Capital Investment Counsel (Colorado)
Colorado
$345K -$202 -8 -0.1%
SIMG
748
Sonora Investment Management Group
Arizona
$344K +$2.53K +100 +0.7%
WFP
749
Wrenne Financial Planning
Kentucky
$344K +$27K +1,067 +9%
FCH
750
Freestone Capital Holdings
Washington
$342K -$130K -5,127 -27%
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