SCHA icon

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 %
MWP
901
Madison Wealth Partners
Wisconsin
$201K -$478K -20,386 -70%
HWM
902
Horizons Wealth Management
North Carolina
$197K +$1.5K +64 +0.8%
BFO
903
Biltmore Family Office
North Carolina
$191K – – –
ECM
904
Elgethun Capital Management
South Dakota
$190K +$17.2K +735 +10%
MAFA
905
MJT & Associates Financial Advisory
Minnesota
$185K +$185K +7,900 New
BFPW
906
BOK Financial Private Wealth
Colorado
$183K -$14.6K -624 -7%
KA
907
Kozak & Associates
Colorado
$183K – – –
Bessemer Group
908
Bessemer Group
New Jersey
$182K -$6.57K -280 -3%
SPIA
909
Steward Partners Investment Advisory
New York
$180K -$7.26K -310 -4%
TPCW
910
TD Private Client Wealth
New York
$180K +$65.1K +2,780 +57%
NSIM
911
North Star Investment Management
Illinois
$179K -$17.2K -734 -9%
BHWM
912
Beaird Harris Wealth Management
Texas
$178K – – –
OIA
913
Optimum Investment Advisors
Illinois
$177K +$2.79K +119 +2%
TWM
914
Topsail Wealth Management
North Carolina
$174K – – –
CA
915
Continuum Advisory
Idaho
$172K -$40.7K -1,738 -19%
AA
916
Ancora Advisors
Ohio
$169K +$64.2K +2,740 +61%
FCG
917
Financial Connections Group
California
$166K +$166K +7,085 New
RCM
918
Richardson Capital Management
Wisconsin
$159K -$52.9K -2,259 -25%
PCM
919
Palouse Capital Management
Washington
$158K -$10.6K -453 -6%
PB
920
Pinnacle Bancorp
Nebraska
$149K – – –
HNB
921
Huntington National Bank
Ohio
$147K -$275K – –
LWANC
922
Laurel Wealth Advisors (North Carolina)
North Carolina
$144K – – –
BIM
923
Breakwater Investment Management
Washington
$143K -$23.1K -986 -14%
PG
924
Proffitt & Goodson
Tennessee
$139K -$71.6K -3,057 -34%
ACM
925
Anfield Capital Management
California
$131K -$7.66M -327,004 -98%
35 36
37
38 39