Schwab U.S Small- Cap ETF
SCHA
1,137 hedge funds and large institutions have $5.39B invested in Schwab U.S Small- Cap ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 446 increasing their positions, 452 reducing their positions, and 78 closing their positions.
2,002% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $63K
1% less repeat investments, than reductions
Existing positions increased: 446 | Existing positions reduced: 452
4% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 78
2.37% less ownership
Funds ownership: 36.4% → 34.03% (-2.4%)
3% less funds holding
Funds holding: 1,167 → 1,137 (-30)
16% less funds holding in top 10
Funds holding in top 10: 68 → 57 (-11)
51% less capital invested
Capital invested by funds: $11B → $5.39B (-$5.6B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Natixis Advisors
Boston,
Massachusetts
|
+$57M |
| 2 |
Empower Advisory Group
Greenwood Village,
Colorado
|
+$27M |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$24M |
| 4 |
Betterment LLC
New York
|
+$20.5M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$721M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$71.8M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$23.3M |
| 4 |
FIBT
First International Bank & Trust
Watford City,
North Dakota
|
-$18.3M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$17.2M |
SCHA Hedge Fund Activity: Q1 2025 in Review
1,137 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab U.S Small- Cap ETF (SCHA) for Q1 2025, worth a combined $5.39B — down 51% from $11B a quarter earlier.
Sellers outnumbered buyers: 78 funds closed out of SCHA and 75 opened new positions — a net loss of 3 holders — while 452 trimmed existing stakes and 446 added.
The largest buyer was Natixis Advisors, adding an estimated $57M. The largest seller was Bank of America, cutting an estimated $721M.
- 1,137 institutional investors held Schwab U.S Small- Cap ETF (SCHA) as of Q1 2025, down from 1,167 in Q4 2024.
- Funds reported $5.39B of Schwab U.S Small- Cap ETF stock for Q1 2025, down 51% quarter-over-quarter.
- 75 funds opened new Schwab U.S Small- Cap ETF positions in Q1 2025 and 78 closed out, a net change of -3 holders.
- The largest Schwab U.S Small- Cap ETF buyer in Q1 2025 was Natixis Advisors, an estimated $57M added.
- The largest Schwab U.S Small- Cap ETF seller in Q1 2025 was Bank of America, an estimated $721M sold.
Based on aggregated 13F filings for Q1 2025.