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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 %
MWM
876
MBE Wealth Management
Wisconsin
$215K +$2.91K +124 +1%
PAM
877
Palisade Asset Management
Minnesota
$214K +$214K +9,140 New
KSWA
878
Kathleen S. Wright Associates
Pennsylvania
$212K -$6.58K -281 -3%
FC
879
Fusion Capital
South Carolina
$212K +$11.9K +506 +6%
AI
880
Accredited Investors
Minnesota
$211K +$211K +9,009 New
CPC
881
CFC Planning Company
Indiana
$210K -$539 -23 -0.3%
OWP
882
Obermeyer Wealth Partners
Colorado
$210K – – –
HCMT
883
Highland Capital Management (Tennessee)
Tennessee
$209K +$209K +8,936 New
CWM
884
Connecticut Wealth Management
Connecticut
$209K +$209K +8,904 New
HPA
885
High Probability Advisors
New York
$207K – – –
ISFAN
886
Investor's Fiduciary Advisor Network
Washington
$207K +$207K +8,865 New
SAM
887
Sawgrass Asset Management
Florida
$207K -$340K -14,491 -62%
SPC
888
Sigma Planning Corp
Michigan
$205K +$205K +8,763 New
FCC
889
Flower City Capital
New York
$205K – – –
CFS
890
Coordinated Financial Services
Colorado
$204K +$9.77K +417 +5%
G
891
Gainplan
Michigan
$204K -$6.82K -291 -3%
CWA
892
Continuum Wealth Advisors
New York
$204K – – –
AA
893
Apriem Advisors
California
$203K – – –
AIM
894
Avity Investment Management
Connecticut
$203K +$9.72K +415 +5%
KeyBank National Association
895
KeyBank National Association
Ohio
$203K +$10.6K +452 +6%
PFM
896
Peak Financial Management
Massachusetts
$202K +$1.36K +58 +0.7%
TF
897
TME Financial
California
$202K -$1.07M -45,748 -84%
MA
898
Modus Advisors
Minnesota
$202K -$7.05K -301 -3%
FMN
899
Financial Management Network
California
$202K +$462 +22 +0.2%
AWA
900
ARQ Wealth Advisors
Arizona
$201K +$7.83K +334 +4%
34 35
36
37 38