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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 %
CW
726
CreativeOne Wealth
Kansas
$349K +$12.8K +545 +4%
PA
727
Planning Alternatives
Michigan
$345K -$3.23K -138 -0.9%
CB
728
Commerce Bank
Missouri
$344K -$5.74K -245 -2%
Fisher Asset Management
729
Fisher Asset Management
Washington
$342K -$61.2K -2,612 -15%
SSA
730
Sierra Summit Advisors
Nevada
$342K +$7.31K +312 +2%
PRI
731
Prepared Retirement Institute
Pennsylvania
$341K -$15.6K -665 -4%
CFO
732
Callan Family Office
Pennsylvania
$341K – – –
SPA
733
Sentinel Pension Advisors
Massachusetts
$340K -$11.6K -493 -3%
MCP
734
Mirador Capital Partners
California
$340K – – –
BFC
735
Bedel Financial Consulting
Indiana
$338K +$185 +8 +0.1%
BlackRock
736
BlackRock
New York
$338K +$247K +10,536 +271%
FNBT
737
FineMark National Bank & Trust
Florida
$336K -$6.47K -276 -2%
CCC
738
Compass Capital Corp
Massachusetts
$335K -$64.9K -3,063 -16%
GCA
739
Genesee Capital Advisors
New York
$334K +$797 +34 +0.2%
DP
740
Dearborn Partners
Illinois
$333K +$95.3K +4,066 +40%
OAM
741
Oppenheimer Asset Management
New York
$330K +$1.29K +55 +0.4%
QCM
742
Quantinno Capital Management
New York
$330K +$115K +4,914 +54%
AP
743
Adero Partners
California
$329K +$7.22K +308 +2%
CCA
744
Clarity Capital Advisors
Florida
$329K -$136K -5,805 -29%
GIA
745
Gladstone Institutional Advisory
Florida
$328K +$74.3K +3,172 +29%
SMA
746
Seven Mile Advisory
New Jersey
$328K – – –
Pathstone Holdings
747
Pathstone Holdings
New Jersey
$326K +$124K +5,289 +61%
SA
748
Skyline Advisors
Washington
$324K +$18.7K +796 +6%
FVIM
749
Fort Vancouver Investment Management
Washington
$324K -$32.5K -1,389 -9%
FF
750
Farnam Financial
Arizona
$320K +$141 +6 +0%
28 29
30
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