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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,115 hedge funds and large institutions have $6.06B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 100 funds opening new positions, 439 increasing their positions, 414 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
-5
Holders Change %
-0.45%
% of All Funds
14.95%
Holding in Top 10
51
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.27%
% of All Funds
0.68%
New
100
Increased
439
Reduced
414
Closed
82
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$247K

Top Buyers

1
Empower Advisory Group
Empower Advisory Group
Colorado
+$178M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$48.8M
3
Corient Private Wealth
Corient Private Wealth
Florida
+$31.5M
4
SEI Investments
SEI Investments
Pennsylvania
+$29M
5
Bank of America
Bank of America
North Carolina
+$24.3M

Top Sellers

1
WA
Waterford Advisors
New York
-$248M
2
Natixis Advisors
Natixis Advisors
Massachusetts
-$59.1M
3
Goldman Sachs
Goldman Sachs
New York
-$32.3M
4
Cerity Partners
Cerity Partners
New York
-$22.6M
5
Ameriprise
Ameriprise
Minnesota
-$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
101
Essex LLC
Illinois
$9.7M +$21.1K +832 +0.2%
AFA
102
American Financial Advisors
Georgia
$9.58M +$75.6K +2,988 +0.8%
CMP
103
Courage Miller Partners
Virginia
$9.57M +$787K +31,098 +9%
SFWC
104
Strategic Family Wealth Counselors
New Jersey
$9.49M +$145K +5,746 +2%
Truist Financial
105
Truist Financial
North Carolina
$9.01M +$137K +5,406 +2%
AAP
106
Arax Advisory Partners
Colorado
$8.96M +$2.8M +109,926 +45%
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$8.86M +$8.86M +350,000 New
IWC
108
Integrated Wealth Concepts
Massachusetts
$8.71M -$298K -11,773 -3%
WANY
109
Wealthspire Advisors (New York)
New York
$8.62M -$9.04M -357,341 -51%
CRC
110
Curi RMB Capital
Illinois
$8.53M -$1.06M -42,018 -11%
FPCP
111
Fort Point Capital Partners
California
$8.36M +$1.35M +53,451 +19%
MT
112
Midwest Trust
Kansas
$8.33M +$8.33M +329,413 New
DWM
113
Diversify Wealth Management
Utah
$8.19M +$48.6K +1,841 +0.6%
CWM
114
Congress Wealth Management
Massachusetts
$8.13M +$389K +15,374 +5%
AIM
115
Athena Investment Management
California
$8.11M -$759 -30 -0%
PIMG
116
Patriot Investment Management Group
Tennessee
$8.04M -$40.6K -1,605 -0.5%
CFMC
117
Curbstone Financial Management Corp
New Hampshire
$8.03M -$712K -28,150 -8%
WT
118
Whittier Trust
California
$8M +$196K +7,769 +3%
SWA
119
Stratos Wealth Advisors
Ohio
$7.99M +$6.12M +242,048 +328%
CP
120
Creekside Partners
California
$7.68M +$8.22K +325 +0.1%
UCFA
121
United Capital Financial Advisors
Texas
$7.48M -$1.23M -48,634 -14%
BFG
122
Bouchey Financial Group
New York
$7.42M -$55K -2,175 -0.7%
MFC
123
Morris Financial Concepts
South Carolina
$7.37M -$78.9K -3,117 -1%
SIC
124
Salem Investment Counselors
North Carolina
$7.35M -$710K -28,082 -9%
SS
125
Sunbelt Securities
Texas
$7.35M +$155K +5,980 +2%
3 4
5
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