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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 %
Franklin Resources
1026
Franklin Resources
California
$19.7K – – –
TFGT
1027
TS Financial Group (TSFG)
Illinois
$19K – – –
ACA
1028
American Capital Advisory
Idaho
$18.7K -$937 -40 -5%
CWM
1029
Crowley Wealth Management
Delaware
$18.7K – – –
GFPC
1030
Global Financial Private Client
Florida
$18.7K – – –
KFGG
1031
Keystone Financial Group (Georgia)
Georgia
$18K +$46 +2 +0.3%
WPA
1032
Wealth Preservation Advisors
Tennessee
$17.9K +$17.9K +764 New
AF
1033
Abound Financial
California
$17.2K +$17.2K +736 New
AIC
1034
Archer Investment Corporation
Indiana
$17K +$23 +1 +0.1%
IBOK
1035
Independence Bank of Kentucky
Kentucky
$17K +$10.6K +452 +165%
Fifth Third Bancorp
1036
Fifth Third Bancorp
Ohio
$16.9K -$6.61K -282 -28%
PSB
1037
Piscataqua Savings Bank
New Hampshire
$16.1K – – –
MCA
1038
Maryland Capital Advisors
Maryland
$15.3K – – –
DI
1039
DAGCO Inc
Ohio
$15K +$15K +642 New
SWA
1040
SOA Wealth Advisors
New York
$15K – – –
AG
1041
AmeriFlex Group
Nevada
$14.9K – – –
EWA
1042
EverSource Wealth Advisors
Alabama
$14.8K -$109K -4,665 -88%
FCAS
1043
First Command Advisory Services
Texas
$14.6K – – –
SAM
1044
Smartleaf Asset Management
Massachusetts
$14.3K +$1.01K +43 +8%
FFC
1045
First Financial Corp
Indiana
$14K – – –
PFA
1046
Pillar Financial Advisors
Kentucky
$13.2K – – –
VWA
1047
Valued Wealth Advisors
Utah
$13.1K +$8.69K +371 +198%
HFS
1048
Hantz Financial Services
Michigan
$13K +$48 +2 +0.4%
GI
1049
GAMMA Investing
California
$12.5K – – –
ATC
1050
Adirondack Trust Company
New York
$12.3K – – –
40 41
42
43 44