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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 %
WAG
1126
Windsor Advisory Group
Ohio
– -$855K -33,069 Closed
PWM
1127
Pinnacle Wealth Management
California
– -$841K -32,540 Closed
BIM
1128
Baldwin Investment Management
Pennsylvania
– -$618K -23,907 Closed
AT
1129
American Trust
Kentucky
– -$571K -22,087 Closed
AIP
1130
Almanack Investment Partners
Pennsylvania
– -$568K -21,968 Closed
CP
1131
Capital Planning
Washington
– -$501K -19,392 Closed
WAM
1132
Worth Asset Management
Texas
– -$494K -19,113 Closed
Two Sigma Investments
1133
Two Sigma Investments
New York
– -$424K -16,400 Closed
FHB
1134
First Hawaiian Bank
Hawaii
– -$400K -15,480 Closed
LWM
1135
Laidlaw Wealth Management
New York
– -$343K -13,274 Closed
SBIA
1136
Sheaff Brock Investment Advisors
Indiana
– -$337K -13,020 Closed
LWM
1137
Lionshead Wealth Management
New York
– -$336K -12,976 Closed
First Trust Advisors
1138
First Trust Advisors
Illinois
– -$322K -12,471 Closed
APW
1139
Aurora Private Wealth
New Jersey
– -$320K -12,375 Closed
PCM
1140
Park Capital Management
Wisconsin
– -$313K -12,108 Closed
FGA
1141
Fortis Group Advisors
New Jersey
– -$280K -10,831 Closed
LA
1142
Lifeworks Advisors
Michigan
– -$264K -10,218 Closed
WI
1143
Westbourne Investments
Virginia
– -$248K -9,580 Closed
SMC
1144
Smith, Moore & Co
Missouri
– -$246K -9,519 Closed
SAM
1145
Silvercrest Asset Management
New York
– -$232K -8,973 Closed
PIM
1146
Penobscot Investment Management
Massachusetts
– -$229K -8,871 Closed
SHA
1147
Seneca House Advisors
Virginia
– -$226K -8,753 Closed
CAI
1148
Capital Advisors Inc
Oklahoma
– -$224K -8,676 Closed
WF
1149
Williams Financial
Vermont
– -$222K -8,599 Closed
GBFP
1150
Golden Bell Financial Planning
Georgia
– -$220K -8,520 Closed
44 45
46
47 48