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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 %
PFT
751
Providence First Trust
Arizona
$320K – – –
PMSA
752
Patrick M. Sweeney & Associates
Illinois
$320K +$23 +1 +0%
CICC
753
Capital Investment Counsel (Colorado)
Colorado
$319K +$74.6K +3,186 +31%
RWA
754
River Wealth Advisors
Pennsylvania
$318K -$86.4K -3,688 -21%
FF
755
Fairway Financial
Florida
$317K +$44.6K +1,905 +16%
FRA
756
Front Row Advisors
California
$317K +$2.93K +125 +0.9%
SIMG
757
Sonora Investment Management Group
Arizona
$316K -$20.3K -866 -6%
PWA
758
Physician Wealth Advisors
Utah
$316K +$3.14K +134 +1%
TWA
759
TCI Wealth Advisors
Arizona
$312K -$5.11K -218 -2%
GCM
760
Glaxis Capital Management
Florida
$311K +$281 +12 +0.1%
DPI
761
Diversified Portfolios Inc
Michigan
$311K +$311K +13,283 New
SWA
762
SFMG Wealth Advisors
Texas
$310K +$2.09K +89 +0.7%
VWM
763
Vermillion Wealth Management
Minnesota
$308K -$41.2K -1,759 -12%
AV
764
Aspiring Ventures
Ohio
$306K -$2.44K -105 -0.8%
PPWM
765
Perissos Private Wealth Management
Oklahoma
$306K -$21.9K -933 -7%
SAG
766
SageView Advisory Group
California
$305K +$5.39K +230 +2%
DIA
767
Dana Investment Advisors
Wisconsin
$305K -$16.6K -710 -5%
RIM
768
Rockbridge Investment Management
New York
$304K -$41K -1,750 -12%
FMWA
769
Forvis Mazars Wealth Advisors
Missouri
$303K +$5.39K +230 +2%
SCM
770
Stordahl Capital Management
Colorado
$300K -$12.8K -546 -4%
SWM
771
Sendero Wealth Management
Texas
$300K – – –
CIA
772
Compass Ion Advisors
Pennsylvania
$297K -$171K -7,280 -36%
CWP
773
Core Wealth Partners
California
$297K +$539 +23 +0.2%
AW
774
Alteri Wealth
California
$296K -$14.2K -606 -5%
HCP
775
Hexagon Capital Partners
Arkansas
$296K +$44.4K +1,894 +18%
29 30
31
32 33