SCHA icon

Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,116 hedge funds and large institutions have $6.06B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 439 increasing their positions, 415 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.96%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.7%
New
100
Increased
439
Reduced
415
Closed
82
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$247K

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$178M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$31.5M
4
SEI Investments
SEI Investments
Pennsylvania
+$29M
5
Bank of America
Bank of America
North Carolina
+$24.3M

Top Sellers

1
WA
Waterford Advisors
New York
-$248M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$59.1M
3
Goldman Sachs
Goldman Sachs
New York
-$32.3M
4
Cerity Partners
Cerity Partners
New York
-$22.6M
5
Ameriprise
Ameriprise
Minnesota
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
901
Avity Investment Management
Connecticut
$211K -$8.48K -335 -4%
FFS
902
Founders Financial Securities
Maryland
$211K +$211K +8,324 New
CAI
903
Capital Advisors Inc
Oklahoma
$210K +$210K +8,311 New
CGFA
904
Colton Groome Financial Advisors
North Carolina
$210K +$210K +8,311 New
KSWA
905
Kathleen S. Wright Associates
Pennsylvania
$209K -$20K -792 -9%
ECM
906
Elgethun Capital Management
South Dakota
$208K +$2.38K +94 +1%
BIM
907
Baldwin Investment Management
Pennsylvania
$206K +$206K +8,142 New
DPI
908
Diversified Portfolios Inc
Michigan
$204K -$132K -5,205 -39%
NA
909
Nottingham Advisors
New York
$204K -$39.2K -1,548 -16%
GBFP
910
Golden Bell Financial Planning
Georgia
$204K +$204K +8,045 New
VCA
911
Verdence Capital Advisors
Maryland
$203K +$203K +8,036 New
NSIM
912
North Star Investment Management
Illinois
$202K +$8.22K +325 +4%
AWA
913
ARQ Wealth Advisors
Arizona
$201K – – –
MAFA
914
MJT & Associates Financial Advisory
Minnesota
$200K – – –
PB
915
Pinnacle Bancorp
Nebraska
$196K +$34.4K +1,361 +21%
SPIA
916
Steward Partners Investment Advisory
New York
$193K -$506 -20 -0.3%
BHWM
917
Beaird Harris Wealth Management
Texas
$193K – – –
TWM
918
Topsail Wealth Management
North Carolina
$187K – – –
RCM
919
Richardson Capital Management
Wisconsin
$172K +$557 +22 +0.3%
PCM
920
Palouse Capital Management
Washington
$172K +$455 +18 +0.3%
FPF
921
First Pacific Financial
Washington
$172K +$32.3K +1,277 +23%
SWM
922
Spire Wealth Management
Virginia
$166K -$130K -5,133 -44%
BFPW
923
BOK Financial Private Wealth
Colorado
$162K -$36.1K -1,427 -18%
BTI
924
Blue Trust Inc
Georgia
$153K +$82.9K +3,275 +119%
ETC
925
Exchange Traded Concepts
Oklahoma
$152K +$152K +6,006 New
35 36
37
38 39