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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 %
SWA
101
Sightline Wealth Advisors
Connecticut
$8.91M +$242K +10,345 +3%
CRC
102
Curi RMB Capital
Illinois
$8.89M -$4.01M -171,128 -31%
SLT
103
St Louis Trust
Missouri
$8.87M +$1.11M +47,391 +14%
AFA
104
American Financial Advisors
Georgia
$8.81M -$218K -9,315 -2%
SFWC
105
Strategic Family Wealth Counselors
New Jersey
$8.65M +$32.4K +1,384 +0.4%
IWC
106
Integrated Wealth Concepts
Massachusetts
$8.34M -$509K -21,739 -6%
Truist Financial
107
Truist Financial
North Carolina
$8.22M +$46.3K +1,975 +0.6%
CMP
108
Courage Miller Partners
Virginia
$8.13M +$320K +13,679 +4%
CFMC
109
Curbstone Financial Management Corp
New Hampshire
$8.09M -$171K -7,300 -2%
UCFA
110
United Capital Financial Advisors
Texas
$8.06M -$209K -8,925 -3%
LFS
111
Lutz Financial Services
Nebraska
$7.78M +$91.3K +3,895 +1%
FCI
112
Financial Counselors Inc
Kansas
$7.73M +$61.7K +2,635 +0.8%
AIM
113
Athena Investment Management
California
$7.51M -$115K -4,891 -2%
PIMG
114
Patriot Investment Management Group
Tennessee
$7.48M -$183K -7,797 -2%
SIC
115
Salem Investment Counselors
North Carolina
$7.47M +$107K +4,573 +1%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$7.37M +$726K +30,971 +11%
WT
117
Whittier Trust
California
$7.23M -$66.9K -2,856 -0.9%
CWM
118
Congress Wealth Management
Massachusetts
$7.18M +$259K +11,035 +4%
HWM
119
HB Wealth Management
Georgia
$7.14M +$142K +6,067 +2%
CP
120
Creekside Partners
California
$7.1M +$28.9K +1,234 +0.4%
DWM
121
Diversify Wealth Management
Utah
$7.07M +$307K +13,385 +5%
BFG
122
Bouchey Financial Group
New York
$6.93M -$847K -36,140 -11%
MFC
123
Morris Financial Concepts
South Carolina
$6.9M +$29.5K +1,260 +0.4%
RA
124
Riversedge Advisors
Delaware
$6.87M -$8.26M -352,573 -55%
WTC
125
WhitTier Trust Company
Nevada
$6.83M -$115K -4,923 -2%
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5
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