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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,115 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, 414 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.95%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.68%
New
100
Increased
439
Reduced
414
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 %
FCT
951
First Community Trust
Iowa
$88.6K -$12.7K -500 -13%
CT
952
Clearstead Trust
Maine
$88.1K – – –
CTC
953
Central Trust Company
Missouri
$86.7K +$708 +28 +0.8%
MJRIC
954
Mogy Joel R Investment Counsel
California
$86.1K +$86.1K +3,402 New
RDFA
955
Ritter Daniher Financial Advisory
Ohio
$77.5K -$6.53K -258 -8%
NEWAS
956
N.E.W. Advisory Services
Wisconsin
$75.9K – – –
FG
957
Fairman Group
Pennsylvania
$75.6K +$76 +3 +0.1%
CAM
958
Costello Asset Management
Pennsylvania
$74.6K +$51 +2 +0.1%
WIM
959
Westside Investment Management
California
$74.6K +$17.7K +700 +31%
SIS
960
Sound Income Strategies
Florida
$70.6K – – –
CPA
961
Cardiff Park Advisors
California
$69.3K +$152 +6 +0.2%
PC
962
Promus Capital
Illinois
$68.3K – – –
VCM
963
Versant Capital Management
Arizona
$67.7K +$21.3K +843 +46%
BC
964
Barrett & Company
Rhode Island
$67.3K – – –
PK
965
Pflug Koory
Nebraska
$67K – – –
UB
966
UMB Bank
Missouri
$65.8K – – –
RF
967
Robbins Farley
New Hampshire
$65K +$14.7K +582 +29%
PPA
968
Painted Porch Advisors
California
$63.7K – – –
GWSA
969
Global Wealth Strategies & Associates
Colorado
$62.7K -$2.99K -118 -5%
MCCP
970
Mission Creek Capital Partners
California
$62.2K – – –
AP
971
Aspect Partners
Virginia
$61.5K +$506 +20 +0.8%
FHA
972
First Horizon Advisors
Tennessee
$61K -$4.53K -179 -7%
TFM
973
TFC Financial Management
Massachusetts
$60.7K -$2.83K -112 -4%
SL
974
Salomon & Ludwin
Virginia
$59.6K +$22.2K +858 +59%
CIM
975
Contravisory Investment Management
Massachusetts
$59.4K +$3.74K +148 +7%
37 38
39
40 41