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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 %
BL
926
BFSG LLC
California
$130K -$15.4K -657 -11%
FPF
927
First Pacific Financial
Washington
$129K +$305 +13 +0.2%
FW
928
Fairway Wealth
Ohio
$127K +$40.3K +1,718 +47%
CIAS
929
Capital Investment Advisory Services
North Carolina
$125K +$26.9K +1,148 +27%
KFI
930
Key Financial Inc
Pennsylvania
$122K +$5.46K +233 +5%
DF
931
DecisionPoint Financial
Arizona
$118K +$107K +4,557 +949%
WSFS
932
Wilmington Savings Fund Society
Delaware
$117K – – –
JFGIW
933
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K +$12.6K +536 +13%
RMP
934
Richards, Merrill & Peterson
Washington
$106K +$1.17K +50 +1%
FMII
935
Farmers & Merchants Investments Inc
Nebraska
$106K – – –
HC
936
Hurley Capital
New York
$105K -$27.6K -1,178 -21%
TIM
937
Thompson Investment Management
Wisconsin
$105K – – –
SMA
938
Sage Mountain Advisors
Georgia
$102K – – –
NIA
939
NBZ Investment Advisors
Tennessee
$102K -$750 -32 -0.7%
PMFA
940
Plante Moran Financial Advisors
Michigan
$99K -$12.2K -520 -11%
HIA
941
Harbor Investment Advisory
Maryland
$97.5K – – –
FCT
942
First Community Trust
Iowa
$93.7K – – –
ST
943
Smithfield Trust
Pennsylvania
$85K – – –
GKIM
944
GW&K Investment Management
Massachusetts
$85K +$187 +8 +0.2%
SIC
945
SJS Investment Consulting
Ohio
$83.2K – – –
CT
946
Clearstead Trust
Maine
$81.6K – – –
CTC
947
Central Trust Company
Missouri
$79.7K – – –
Qube Research & Technologies (QRT)
948
Qube Research & Technologies (QRT)
United Kingdom
$78.1K +$78.1K +3,333 New
RDFA
949
Ritter Daniher Financial Advisory
Ohio
$77.8K +$515 +22 +0.7%
FG
950
Fairman Group
Pennsylvania
$77.1K +$52 +2 +0.1%
36 37
38
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