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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 %
CP
1176
Castleview Partners
Texas
– -$31.5K -1,220 Closed
MCM
1177
Mainstream Capital Management
California
– -$27.3K -1,054 Closed
MFA
1178
McClarren Financial Advisors
Pennsylvania
– -$25K -989 Closed
BBHC
1179
Brown Brothers Harriman & Co
New York
– -$22.9K -886 Closed
RA
1180
Rise Advisors
New York
– -$10.5K -406 Closed
MFS
1181
Mattson Financial Services
Michigan
– -$16.2K -314 Closed
TCG
1182
Transcendent Capital Group
Oklahoma
– -$7.34K -284 Closed
HWP
1183
Highline Wealth Partners
California
– -$4.66K -180 Closed
MFG
1184
Menard Financial Group
Texas
– -$4.55K -176 Closed
CFGS
1185
Concourse Financial Group Securities
Alabama
– -$4.19K -156 Closed
TC
1186
Truvestments Capital
Florida
– -$3.83K -148 Closed
FWA
1187
Flagship Wealth Advisors
Massachusetts
– -$3.52K -136 Closed
RAM
1188
Riggs Asset Management
Pennsylvania
– -$3.21K -124 Closed
BNP Paribas Financial Markets
1189
BNP Paribas Financial Markets
France
– -$2.59K -100 Closed
EWM
1190
EPG Wealth Management
Georgia
– -$2.48K -96 Closed
UCB
1191
United Community Bank
South Carolina
– -$1.5K -58 Closed
HT
1192
Headlands Technologies
Illinois
– -$647 -25 Closed
ICCON
1193
Investment Counsel Company of Nevada
Nevada
– -$621 -24 Closed
MFG
1194
Mendota Financial Group
Wisconsin
– -$621 -24 Closed
FS
1195
Financially Speaking
Colorado
– -$155 -6 Closed
SAM
1196
Synergy Asset Management
Washington
– -$43 -1 Closed
FM
1197
Family Management
New York
– -$10 – –
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