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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 %
NYLIM
76
New York Life Investment Management
New York
$13.6M +$2.33M +92,083 +21%
PCIA
77
Prime Capital Investment Advisors
Kansas
$13.6M -$5.3M -209,655 -28%
TI
78
Tidal Investments
Wisconsin
$12.4M +$12.4M +489,345 New
HWA
79
HHM Wealth Advisors
Tennessee
$12.2M +$1.1M +43,499 +10%
SLT
80
St Louis Trust
Missouri
$12.2M +$2.58M +102,026 +27%
IAS
81
IMA Advisory Services
Colorado
$11.9M +$130K +5,124 +1%
MML Investors Services
82
MML Investors Services
Massachusetts
$11.7M -$2.21M -87,483 -16%
EWM
83
Empirical Wealth Management
Washington
$11.5M +$639K +25,239 +6%
NSAM
84
North Star Asset Management
Wisconsin
$11.3M -$223K -8,801 -2%
TPW
85
Tiller Private Wealth
Pennsylvania
$11.3M -$383K -15,129 -3%
AP
86
Appleton Partners
Massachusetts
$11.2M -$183K -7,219 -2%
MCM
87
MAI Capital Management
Ohio
$11.1M -$295K -11,659 -3%
FFN
88
Focus Financial Network
Minnesota
$10.9M +$538K +21,268 +5%
US Bancorp
89
US Bancorp
Minnesota
$10.9M -$426K -16,850 -4%
AWMG
90
Alliance Wealth Management Group
New Jersey
$10.7M +$1.05M +41,639 +11%
TCM
91
Towercrest Capital Management
Pennsylvania
$10.7M +$1.05M +41,639 +11%
CKAIS
92
Christensen King & Associates Investment Services
Washington
$10.6M -$118K -4,669 -1%
SJIM
93
St. Johns Investment Management
Florida
$10.6M +$328K +12,972 +3%
TWM
94
Tradition Wealth Management
Minnesota
$10.5M -$421K -16,651 -4%
LFS
95
Lutz Financial Services
Nebraska
$10.5M +$2.13M +84,016 +25%
OIA
96
OneDigital Investment Advisors
Kansas
$10.3M -$768K -30,371 -7%
SFA
97
Seneca Financial Advisors
New York
$10.3M +$186K +7,363 +2%
MFG
98
Merit Financial Group
Georgia
$9.99M +$6.53M +257,980 +189%
MTIC
99
Missouri Trust & Investment Company
Missouri
$9.95M +$90.9K +3,591 +0.9%
SWA
100
Sightline Wealth Advisors
Connecticut
$9.83M +$202K +7,991 +2%
2 3
4
5 6