SCHA icon

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 %
OAJ
1101
Ogorek Anthony Joseph
New York
$2K +$22 +1 +1%
GK
1102
Graney & King
New York
$1.79K – – –
MSFP
1103
Mark Sheptoff Financial Planning
Connecticut
$1.78K – – –
VWM
1104
Valley Wealth Managers
New Jersey
$1.27K – – –
NFSG
1105
Newbridge Financial Services Group
Florida
$1.22K -$3.58K -153 -75%
TF
1106
Tompkins Financial
New York
$1.22K – – –
CPBTD
1107
Central Pacific Bank - Trust Division
Hawaii
$1.22K – – –
SN
1108
Sittner & Nelson
Oregon
$1.03K – – –
DRP
1109
Decker Retirement Planning
Utah
$890 -$12.6K -536 -93%
SC
1110
Stephens Consulting
Michigan
$844 – – –
RCA
1111
Runnymede Capital Advisors
Ohio
$843 – – –
PIP
1112
Peachtree Investment Partners
Florida
$775 – – –
WTFG
1113
Wood Tarver Financial Group
Idaho
$750 – – –
IWP
1114
IAG Wealth Partners
Wisconsin
$703 +$703 +30 New
Citadel Advisors
1115
Citadel Advisors
Florida
$656 +$656 +28 New
GTAM
1116
Global Trust Asset Management
Florida
$375 – – –
LWMI
1117
Legacy Wealth Management (Idaho)
Idaho
$282 +$282 +12 New
AWM
1118
Atticus Wealth Management
Florida
$97 – – –
NC
1119
NewSquare Capital
Pennsylvania
$94 – – –
BL
1120
Balentine LLC
Georgia
$47 – – –
ACM
1121
Advisors Capital Management
New Jersey
– -$8.38M -324,047 Closed
FFG
1122
Floyd Financial Group
Missouri
– -$4.61M -181,002 Closed
FVWA
1123
Foster Victor Wealth Advisors
South Carolina
– -$3.73M -140,400 Closed
Renaissance Technologies
1124
Renaissance Technologies
New York
– -$1.61M -62,400 Closed
GCM
1125
Generation Capital Management
New York
– -$1.52M -58,878 Closed
43 44
45
46 47