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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 %
CAM
126
Cresset Asset Management
Illinois
$6.67M +$1.88M +80,269 +39%
VCM
127
Vivaldi Capital Management
Illinois
$6.54M -$154K -6,577 -2%
SS
128
Sunbelt Securities
Texas
$6.52M -$143K -6,116 -2%
MWM
129
Meridian Wealth Management
Kentucky
$6.51M -$2.49M -106,167 -28%
FPCP
130
Fort Point Capital Partners
California
$6.49M -$1.18M -50,462 -15%
IAN
131
Integrated Advisors Network
Texas
$6.36M -$2.41K -103 -0%
BDF
132
Black Diamond Financial
Maryland
$6.34M -$227K -9,675 -3%
AMG
133
Asset Management Group
Connecticut
$6.31M +$8.11K +346 +0.1%
TYCC
134
Texas Yale Capital Corp
Florida
$6.15M +$946K +40,365 +18%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$6.14M +$584K +24,927 +11%
DW
136
Dodds Wealth
Colorado
$6.12M +$421K +17,978 +7%
ADL
137
Asset Dedication LLC
California
$6.08M -$36.6K -1,563 -0.6%
BIA
138
Bell Investment Advisors
California
$6.05M +$94 +4 +0%
Stifel Financial
139
Stifel Financial
Missouri
$6.02M -$288K -12,285 -5%
CFGSD
140
Compass Financial Group (South Dakota)
South Dakota
$5.99M +$385K +16,422 +7%
MAM
141
Marquette Asset Management
Minnesota
$5.99M -$33.5K -1,430 -0.6%
IA
142
IFS Advisors
Kansas
$5.98M +$72.5K +3,095 +1%
HFS
143
Horizon Financial Services
North Carolina
$5.91M -$248K -10,601 -4%
BFG
144
Bleakley Financial Group
New Jersey
$5.84M +$121K +5,143 +2%
ATWA
145
Arbor Trust Wealth Advisors
Michigan
$5.79M +$96.3K +4,111 +2%
MG
146
Mather Group
Illinois
$5.74M -$1.35M -57,410 -19%
GCP
147
Gill Capital Partners
Colorado
$5.7M -$156K -6,650 -3%
AAP
148
Arax Advisory Partners
Colorado
$5.66M +$748K +31,909 +15%
CF
149
Copperwynd Financial
Arizona
$5.66M +$250K +10,667 +5%
Bank of New York Mellon
150
Bank of New York Mellon
New York
$5.64M +$757K +32,298 +16%
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