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Schwab U.S Small- Cap ETF
SCHA

Overview Fund Activity

1,113 hedge funds and large institutions have $6.04B invested in Schwab U.S Small- Cap ETF in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 438 increasing their positions, 414 reducing their positions, and 82 closing their positions.

Holders
1,113
Holders Change
-7
Holders Change %
-0.63%
% of All Funds
14.94%
Holding in Top 10
50
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-9.09%
% of All Funds
0.67%
New
99
Increased
438
Reduced
414
Closed
82
Calls
$1.51M
Puts
–
Net Calls
+$1.51M
Net Calls Change
+$247K

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$846M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$121M
3
Corient Private Wealth
3
Corient Private Wealth
Florida
$61.4M
4
SEI Investments
4
SEI Investments
Pennsylvania
$392M
5
Bank of America
5
Bank of America
North Carolina
$481M

Top Sellers

1
WA
1
Waterford Advisors
New York
$16.9M
2
Natixis Advisors
2
Natixis Advisors
Massachusetts
$2.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$39.6M
4
Cerity Partners
4
Cerity Partners
New York
$98.4M
5
Ameriprise
5
Ameriprise
Minnesota
$6.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$6.2M -$5.28M -208,532 -46%
MM
152
Meridian Management
Arkansas
$6.19M -$4.99M -193,725 -45%
KCPG
153
Kavar Capital Partners Group
Kansas
$6.18M +$289K +11,435 +5%
HFS
154
Horizon Financial Services
North Carolina
$6.14M -$239K -9,442 -4%
VCM
155
Vivaldi Capital Management
Illinois
$6.07M -$989K -39,108 -14%
BWM
156
BCS Wealth Management
Tennessee
$5.87M +$783K +30,963 +15%
MG
157
Mather Group
Illinois
$5.86M -$334K -13,207 -5%
AF
158
Allworth Financial
California
$5.86M -$129K -5,106 -2%
BWM
159
Brown Wealth Management
Illinois
$5.6M +$893K +35,298 +19%
VIA
160
Victrix Investment Advisors
Florida
$5.57M -$183K -7,245 -3%
BWM
161
Bernard Wealth Management
Michigan
$5.49M -$308K -12,181 -5%
ATWA
162
Arbor Trust Wealth Advisors
Michigan
$5.49M -$761K -30,096 -12%
BAMG
163
Brand Asset Management Group
Missouri
$5.48M -$121K -4,778 -2%
MAS
164
Meeder Advisory Services
Ohio
$5.4M -$33.4K -1,320 -0.6%
GC
165
Garde Capital
Washington
$5.4M -$296K -11,718 -5%
SCP
166
Stevens Capital Partners
Nebraska
$5.29M +$368K +14,233 +7%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$5.28M -$425K -16,788 -7%
CCM
168
Chilton Capital Management
Texas
$5.25M – – –
GPA
169
Guerra Pan Advisors
New Jersey
$5.16M -$450K -17,798 -8%
GWM
170
Geneos Wealth Management
Colorado
$5.13M -$6.01M -237,579 -54%
PL
171
Plancorp LLC
Missouri
$5.11M +$3.9M +154,327 +323%
FTS
172
Fifth Third Securities
Ohio
$5.07M +$46.6K +1,841 +0.9%
LPAM
173
Lodestar Private Asset Management
California
$5.07M +$1.07M +42,145 +27%
AFP
174
Ausdal Financial Partners
Iowa
$5.02M -$6.45K -255 -0.1%
RA
175
Riversedge Advisors
Delaware
$5.02M -$2.4M -94,821 -32%
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