SCHA icon

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 %
WTC
126
WhitTier Trust Company
Nevada
$7.12M -$253K -9,993 -3%
Tudor Investment Corp
127
Tudor Investment Corp
Connecticut
$7.12M +$6.5M +257,088 +1,058%
HWM
128
HB Wealth Management
Georgia
$7.04M -$669K -26,446 -9%
SFA
129
Sequoia Financial Advisors
Ohio
$7.04M -$3.67M -145,107 -34%
TYCC
130
Texas Yale Capital Corp
Florida
$7M +$356K +14,086 +5%
BFG
131
Bleakley Financial Group
New Jersey
$6.88M +$578K +22,837 +9%
CFGSD
132
Compass Financial Group (South Dakota)
South Dakota
$6.85M +$378K +14,937 +6%
IAN
133
Integrated Advisors Network
Texas
$6.75M -$110K -4,362 -2%
CF
134
Copperwynd Financial
Arizona
$6.61M +$498K +19,696 +8%
Lido Advisors
135
Lido Advisors
California
$6.61M +$2.84M +112,404 +76%
LWANC
136
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.52M +$6.28M +158,829 +2,578%
BDF
137
Black Diamond Financial
Maryland
$6.51M -$337K -13,326 -5%
ADL
138
Asset Dedication LLC
California
$6.48M -$79.7K -3,150 -1%
Ameriprise
139
Ameriprise
Minnesota
$6.47M -$19.1M -754,521 -75%
MAM
140
Marquette Asset Management
Minnesota
$6.47M – – –
EGWAG
141
Elwood & Goetz Wealth Advisory Group
Georgia
$6.45M +$1.3M +51,505 +25%
AMG
142
Asset Management Group
Connecticut
$6.45M -$362K -14,310 -5%
Fidelity Investments
143
Fidelity Investments
Massachusetts
$6.41M -$220K -8,704 -3%
Bank of New York Mellon
144
Bank of New York Mellon
New York
$6.37M +$283K +11,194 +5%
FF
145
Friedenthal Financial
New Jersey
$6.32M +$404K +15,953 +7%
BIA
146
Bell Investment Advisors
California
$6.3M -$240K -9,491 -4%
MWM
147
Meridian Wealth Management
Kentucky
$6.28M -$750K -29,628 -11%
GCP
148
Gill Capital Partners
Colorado
$6.27M +$106K +4,198 +2%
TIM
149
Tortoise Investment Management
New York
$6.25M +$529K +20,893 +9%
OWM
150
Orgel Wealth Management
Wisconsin
$6.23M +$506K +19,986 +9%
4 5
6
7 8