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 %
LFP
1151
Leeward Financial Partners
Washington
– -$219K -8,465 Closed
BCM
1152
Becker Capital Management
Oregon
– -$215K -8,325 Closed
JWM
1153
JFG Wealth Management
Colorado
– -$215K -8,305 Closed
SQA
1154
Simon Quick Advisors
New Jersey
– -$215K -8,300 Closed
TA
1155
TruWealth Advisors
Louisiana
– -$214K -8,248 Closed
CIC
1156
Carnegie Investment Counsel
Ohio
– -$211K -8,165 Closed
BWA
1157
Bordeaux Wealth Advisors
California
– -$211K -8,162 Closed
VCA
1158
Verdence Capital Advisors
Maryland
– -$208K -8,036 Closed
BAM
1159
Bosun Asset Management
Illinois
– -$207K -8,000 Closed
Brown Advisory
1160
Brown Advisory
Maryland
– -$206K -7,978 Closed
GB
1161
Goepper Burkhardt
South Carolina
– -$206K -7,974 Closed
JBW
1162
Journey Beyond Wealth
Georgia
– -$204K -7,881 Closed
SFS
1163
Strategic Financial Services
New York
– -$203K -7,864 Closed
OC
1164
Optima Capital
Oregon
– -$203K -7,859 Closed
SCM
1165
Sebold Capital Management
Illinois
– -$203K -7,831 Closed
FFA
1166
First Foundation Advisors
California
– -$202K -7,823 Closed
BFM
1167
Broadview Financial Management
Wisconsin
– -$202K -7,805 Closed
JC
1168
Jentner Corp
Ohio
– -$201K -7,769 Closed
HCWM
1169
Hidden Cove Wealth Management
Washington
– -$200K -7,734 Closed
MW
1170
Maia Wealth
Colorado
– -$205K -7,699 Closed
CAS
1171
Coppell Advisory Solutions
Texas
– -$160K -6,188 Closed
MSS
1172
Mitchell Sinkler & Starr
Pennsylvania
– -$140K -5,400 Closed
EFP
1173
EnRich Financial Partners
Wisconsin
– -$106K -4,102 Closed
LDB
1174
Lee, Danner & Bass
Tennessee
– -$63.9K -2,471 Closed
WWA
1175
Wingate Wealth Advisors
Massachusetts
– -$53.9K -2,084 Closed
44 45 46
47
48