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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 %
TC
151
TownSquare Capital
Utah
$5.61M -$16.4K -701 -0.3%
FF
152
Friedenthal Financial
New Jersey
$5.48M -$218K -9,294 -4%
KCPG
153
Kavar Capital Partners Group
Kansas
$5.45M +$253K +10,785 +5%
AF
154
Allworth Financial
California
$5.39M +$2.51M +110,266 +87%
BWM
155
Bernard Wealth Management
Michigan
$5.37M +$521K +22,228 +11%
OWM
156
Orgel Wealth Management
Wisconsin
$5.3M +$24.6K +1,049 +0.5%
TIM
157
Tortoise Investment Management
New York
$5.3M +$607K +25,894 +13%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$5.29M -$278K -11,845 -5%
GC
159
Garde Capital
Washington
$5.27M -$93.7K -3,999 -2%
GPA
160
Guerra Pan Advisors
New Jersey
$5.19M -$93K -3,969 -2%
BAMG
161
Brand Asset Management Group
Missouri
$5.18M +$83.1K +3,547 +2%
AWE
162
Avidian Wealth Enterprises
Texas
$5.18M -$437K -18,638 -8%
VIA
163
Victrix Investment Advisors
Florida
$5.14M +$5.14M +227,542 New
MAS
164
Meeder Advisory Services
Ohio
$5.03M +$440K +18,785 +10%
CAM
165
Cobblestone Asset Management
Virginia
$5M +$713K +30,437 +17%
MBI
166
May Barnhard Investments
Maryland
$4.89M -$580K -24,737 -11%
NRI
167
NFP Retirement Inc
California
$4.86M +$212K +9,066 +5%
CCM
168
Chilton Capital Management
Texas
$4.86M -$100K -4,268 -2%
EGWAG
169
Elwood & Goetz Wealth Advisory Group
Georgia
$4.77M +$1.12M +47,600 +31%
CFGA
170
Cambridge Financial Group (Arizona)
Arizona
$4.76M +$236K +10,074 +5%
CCWA
171
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.71M +$2.11M +90,035 +81%
BWM
172
BCS Wealth Management
Tennessee
$4.71M -$361K -15,392 -7%
MWM
173
Modera Wealth Management
New Jersey
$4.69M -$131K -5,574 -3%
AFP
174
Ausdal Financial Partners
Iowa
$4.66M -$308K -13,135 -6%
AFG
175
Atomi Financial Group
New York
$4.66M -$310K -13,219 -6%
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