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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 %
PG
926
Proffitt & Goodson
Tennessee
$150K – – –
AA
927
Ancora Advisors
Ohio
$145K -$37.7K -1,490 -21%
ACM
928
Anfield Capital Management
California
$142K – – –
CIAS
929
Capital Investment Advisory Services
North Carolina
$139K +$3.47K +137 +3%
FW
930
Fairway Wealth
Ohio
$137K – – –
KFI
931
Key Financial Inc
Pennsylvania
$134K +$2.02K +80 +2%
BL
932
BFSG LLC
California
$131K -$9.26K -366 -7%
PMFA
933
Plante Moran Financial Advisors
Michigan
$129K +$22.5K +888 +21%
DF
934
DecisionPoint Financial
Arizona
$129K – – –
AssetMark Inc
935
AssetMark Inc
California
$127K +$51K +2,017 +67%
WSFS
936
Wilmington Savings Fund Society
Delaware
$127K – – –
HNB
937
Huntington National Bank
Ohio
$124K -$147K – –
RMP
938
Richards, Merrill & Peterson
Washington
$115K – – –
HC
939
Hurley Capital
New York
$114K +$76 +3 +0.1%
TIM
940
Thompson Investment Management
Wisconsin
$114K – – –
SMA
941
Sage Mountain Advisors
Georgia
$110K – – –
NIA
942
NBZ Investment Advisors
Tennessee
$110K – – –
FMII
943
Farmers & Merchants Investments Inc
Nebraska
$108K -$5.52K -218 -5%
BONH
944
Bank of New Hampshire
New Hampshire
$106K +$106K +4,174 New
HIA
945
Harbor Investment Advisory
Maryland
$105K – – –
AW
946
Avion Wealth
Texas
$103K +$37.1K +1,469 +56%
JFGIW
947
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$103K -$13.1K -519 -11%
SAM
948
Smartleaf Asset Management
Massachusetts
$93K +$77.7K +3,074 +506%
ST
949
Smithfield Trust
Pennsylvania
$92K – – –
GKIM
950
GW&K Investment Management
Massachusetts
$92K – – –
36 37
38
39 40