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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 %
FNC
76
First National Corp
Massachusetts
$12.8M +$554K +23,630 +5%
MTC
77
Matrix Trust Company
Colorado
$12.5M -$15K -640 -0.1%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$11.7M +$1.95M +75,376 +20%
IAS
79
IMA Advisory Services
Colorado
$10.9M +$273K +11,672 +3%
TPW
80
Tiller Private Wealth
Pennsylvania
$10.8M -$48.7K -2,080 -0.4%
NSAM
81
North Star Asset Management
Wisconsin
$10.7M +$36.5K +1,558 +0.3%
MCM
82
MAI Capital Management
Ohio
$10.5M +$82.5K +3,520 +0.8%
AP
83
Appleton Partners
Massachusetts
$10.5M +$379K +16,188 +4%
US Bancorp
84
US Bancorp
Minnesota
$10.5M -$161K -6,878 -2%
NYLIM
85
New York Life Investment Management
New York
$10.4M +$581K +24,818 +6%
CKAIS
86
Christensen King & Associates Investment Services
Washington
$10.4M +$171 +7 +0%
GWM
87
Geneos Wealth Management
Colorado
$10.3M +$4.13M +176,313 +67%
HWA
88
HHM Wealth Advisors
Tennessee
$10.3M -$127K -5,412 -1%
OIA
89
OneDigital Investment Advisors
Kansas
$10.3M -$3.14M -134,127 -23%
MM
90
Meridian Management
Arkansas
$10.2M -$1.18M -50,465 -10%
TWM
91
Tradition Wealth Management
Minnesota
$10.2M -$46.9K -2,003 -0.5%
EWM
92
Empirical Wealth Management
Washington
$10.1M +$648K +27,647 +7%
SFA
93
Sequoia Financial Advisors
Ohio
$9.92M +$101K +4,313 +1%
FFN
94
Focus Financial Network
Minnesota
$9.61M -$103K -4,381 -1%
SJIM
95
St. Johns Investment Management
Florida
$9.5M -$554K -23,631 -6%
SFA
96
Seneca Financial Advisors
New York
$9.35M +$995K +42,465 +12%
MTIC
97
Missouri Trust & Investment Company
Missouri
$9.13M +$203K +8,664 +2%
EL
98
Essex LLC
Illinois
$8.97M -$595K -25,374 -6%
AWMG
99
Alliance Wealth Management Group
New Jersey
$8.95M -$296K -12,654 -3%
TCM
100
Towercrest Capital Management
Pennsylvania
$8.95M -$296K -12,654 -3%
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4
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