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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 %
SIC
951
SJS Investment Consulting
Ohio
$89.8K – – –
FCT
952
First Community Trust
Iowa
$88.6K -$12.7K -500 -13%
CT
953
Clearstead Trust
Maine
$88.1K – – –
CTC
954
Central Trust Company
Missouri
$86.7K +$708 +28 +0.8%
MJRIC
955
Mogy Joel R Investment Counsel
California
$86.1K +$86.1K +3,402 New
RDFA
956
Ritter Daniher Financial Advisory
Ohio
$77.5K -$6.53K -258 -8%
NEWAS
957
N.E.W. Advisory Services
Wisconsin
$75.9K – – –
FG
958
Fairman Group
Pennsylvania
$75.6K +$76 +3 +0.1%
CAM
959
Costello Asset Management
Pennsylvania
$74.6K +$51 +2 +0.1%
WIM
960
Westside Investment Management
California
$74.6K +$17.7K +700 +31%
SIS
961
Sound Income Strategies
Florida
$70.6K – – –
CPA
962
Cardiff Park Advisors
California
$69.3K +$152 +6 +0.2%
PC
963
Promus Capital
Illinois
$68.3K – – –
VCM
964
Versant Capital Management
Arizona
$67.7K +$21.3K +843 +46%
BC
965
Barrett & Company
Rhode Island
$67.3K – – –
PK
966
Pflug Koory
Nebraska
$67K – – –
UB
967
UMB Bank
Missouri
$65.8K – – –
RF
968
Robbins Farley
New Hampshire
$65K +$14.7K +582 +29%
PPA
969
Painted Porch Advisors
California
$63.7K – – –
GWSA
970
Global Wealth Strategies & Associates
Colorado
$62.7K -$2.99K -118 -5%
MCCP
971
Mission Creek Capital Partners
California
$62.2K – – –
AP
972
Aspect Partners
Virginia
$61.5K +$506 +20 +0.8%
FHA
973
First Horizon Advisors
Tennessee
$61K -$4.53K -179 -7%
TFM
974
TFC Financial Management
Massachusetts
$60.7K -$2.83K -112 -4%
SL
975
Salomon & Ludwin
Virginia
$59.6K +$22.2K +858 +59%
37 38
39
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