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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 %
FTS
176
Fifth Third Securities
Ohio
$4.65M +$115K +4,905 +3%
NA
177
NewEdge Advisors
Louisiana
$4.58M -$367K -15,672 -7%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$4.57M -$30.7K -1,311 -0.7%
BCM
179
Barden Capital Management
Texas
$4.56M +$129K +5,513 +3%
BA
180
Ballast Advisors
Minnesota
$4.49M +$195K +8,335 +5%
SCP
181
Stevens Capital Partners
Nebraska
$4.46M +$731K +31,214 +20%
CWA
182
Carolina Wealth Advisors
South Carolina
$4.43M +$8.25K +352 +0.2%
BBPWM
183
Blue Bell Private Wealth Management
Pennsylvania
$4.42M +$6.12K +261 +0.1%
WA
184
Wealth Architects
California
$4.36M +$1.24M +52,867 +40%
VFIC
185
Valley Forge Investment Consultants
Pennsylvania
$4.36M -$1.7M -72,630 -28%
BWM
186
Brown Wealth Management
Illinois
$4.36M -$97.8K -4,172 -2%
FCM
187
Fortis Capital Management
Washington
$4.33M -$1.21M -51,679 -22%
SF
188
Safeguard Financial
Wisconsin
$4.33M +$346K +14,787 +9%
ULWM
189
Upper Left Wealth Management
Florida
$4.33M -$118K -5,035 -3%
WMWM
190
Wilkins Miller Wealth Management
Alabama
$4.33M -$76.3K -3,257 -2%
JJBC
191
James J. Burns & Company
New York
$4.3M +$17K +725 +0.4%
ECM
192
Evergreen Capital Management
Washington
$4.3M -$69.1K -2,948 -2%
CWG
193
Cornerstone Wealth Group
North Carolina
$4.26M -$341K -14,536 -7%
IA
194
IFP Advisors
Florida
$4.26M +$83.6K +3,567 +2%
NF
195
Nikulski Financial
Iowa
$4.24M +$31.7K +1,354 +0.8%
PAG
196
Powers Advisory Group
Illinois
$4.23M +$138K +5,885 +3%
DCM
197
Davis Capital Management
Florida
$4.15M +$116K +4,934 +3%
GPFA
198
Game Plan Financial Advisors
Ohio
$4.11M -$11.9K -507 -0.3%
FIBT
199
First International Bank & Trust
North Dakota
$4.02M -$16.8M -716,690 -81%
Wealthfront Advisers
200
Wealthfront Advisers
California
$3.98M +$681K +29,075 +21%
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8
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