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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 %
CWM
851
Castle Wealth Management
Florida
$229K -$28.5K -1,216 -11%
GSWM
852
Golden State Wealth Management
California
$227K -$8.51K -363 -4%
RFP
853
Root Financial Partners
California
$227K +$227K +9,702 New
LF
854
LifeSteps Financial
California
$227K -$21.6K -923 -9%
Russell Investments Group
855
Russell Investments Group
United Kingdom
$226K +$216K +9,227 +2,197%
TI
856
Trexquant Investment
Connecticut
$226K +$226K +9,639 New
MMA
857
Miracle Mile Advisors
California
$226K +$226K +9,630 New
PCMC
858
Paragon Capital Management (Colorado)
Colorado
$226K – – –
NA
859
Nottingham Advisors
New York
$225K +$1.57K +67 +0.7%
GWCM
860
Godshalk Welsh Capital Management
Pennsylvania
$225K – – –
FWS
861
FinDec Wealth Services
California
$224K -$136K -5,823 -38%
PCS
862
Private Client Services
Kentucky
$223K -$20.7K -884 -8%
WI
863
Wedgewood Investors
Pennsylvania
$222K +$3.42K +146 +2%
TIM
864
Total Investment Management
Arizona
$221K +$29.8K +1,272 +16%
KWS
865
Keystone Wealth Services
California
$221K -$41.9K -1,788 -16%
FIA
866
FPC Investment Advisory
California
$219K +$208K +8,890 +1,785%
PTCG
867
Pring Turner Capital Group
California
$219K +$3.8K +162 +2%
SHJ
868
Sharkey, Howes & Javer
Colorado
$219K -$96.4K -4,114 -31%
MFA
869
Mayflower Financial Advisors
Massachusetts
$219K +$20.7K +884 +10%
SW
870
Simplicity Wealth
New Jersey
$217K +$4.01K +171 +2%
JPWM
871
Jamison Private Wealth Management
Georgia
$216K -$8.51K -363 -4%
WA
872
Whipplewood Advisors
Colorado
$216K +$185K +56,638 +611%
RIS
873
Retirement Income Solutions
Michigan
$215K – – –
IAA
874
Independent Advisor Alliance
North Carolina
$215K -$3.15M -134,294 -94%
WA
875
WPG Advisers
Maryland
$215K -$60K -2,561 -22%
33 34
35
36 37