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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 %
AC
826
Apella Capital
Connecticut
$245K -$43.3K -1,939 -15%
QC
827
Quadrature Capital
United Kingdom
$244K -$1.04M -44,278 -81%
VCWA
828
Vanguard Capital Wealth Advisors
Colorado
$243K -$475K -20,259 -66%
GPWM
829
Grant Private Wealth Management
California
$242K -$4.69K -200 -2%
Citigroup
830
Citigroup
New York
$240K -$41.3K -1,761 -15%
IA
831
IFG Advisory
Georgia
$239K +$27.9K +1,190 +13%
HWM
832
Heirloom Wealth Management
Colorado
$239K – – –
HWA
833
Heartwood Wealth Advisors
Virginia
$238K -$6.33K -270 -3%
AFA
834
Alpha Financial Advisors
North Carolina
$238K -$19.2K -818 -7%
CAG
835
Crestwood Advisors Group
Massachusetts
$237K +$3.91K +167 +2%
DADC
836
D.A. Davidson & Co
Montana
$236K +$12.7K +544 +6%
CA
837
Clune & Associates
Illinois
$236K +$4.64K +198 +2%
PFS
838
Prospera Financial Services
Texas
$235K -$117K -4,976 -33%
SFO
839
Stokes Family Office
Louisiana
$234K – – –
SCM
840
SOL Capital Management
Maryland
$234K +$23 +1 +0%
MCM
841
Mainstay Capital Management
Michigan
$234K -$10.9K -464 -4%
MA
842
MCF Advisors
Kentucky
$233K +$164 +7 +0.1%
BIG
843
Builder Investment Group
Georgia
$232K – – –
RPA
844
Rock Point Advisors
Vermont
$232K – – –
HFP
845
Holistic Financial Partners
Indiana
$232K -$71.4K -3,048 -24%
DBRC
846
D.B. Root & Company
Pennsylvania
$231K +$2.02K +86 +0.9%
SWM
847
Selective Wealth Management
Virginia
$230K -$14.5K -670 -6%
LI
848
Lafayette Investments
Maryland
$230K +$5.3K +226 +2%
CSI
849
Cross Staff Investments
New York
$230K +$23 +1 +0%
GWA
850
GGM Wealth Advisors
Maryland
$230K +$7.06K +309 +3%
32 33
34
35 36