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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 %
William Blair & Company
201
William Blair & Company
Illinois
$3.98M +$393K +16,787 +11%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$3.97M +$13.7K +583 +0.3%
PAG
203
Private Advisor Group
New Jersey
$3.91M -$531K -22,643 -12%
CWM
204
Chesapeake Wealth Management
Virginia
$3.85M +$39.8K +1,698 +1%
AIM
205
Anchor Investment Management
South Carolina
$3.84M +$54.2K +2,315 +1%
CIC
206
Cutler Investment Counsel
Oregon
$3.84M -$39.1K -1,670 -1%
WA
207
WBH Advisory
Maryland
$3.82M -$234K -9,983 -6%
Koshinski Asset Management
208
Koshinski Asset Management
Illinois
$3.8M -$97K -4,142 -2%
CI
209
CacheTech Inc
Utah
$3.8M +$309K +13,179 +9%
AWM
210
Adams Wealth Management
Utah
$3.8M +$309K +13,179 +9%
LPAM
211
Lodestar Private Asset Management
California
$3.71M +$124K +5,290 +3%
LWM
212
Lighthouse Wealth Management
Ohio
$3.66M +$56.5K +2,412 +2%
MI
213
Moneywise Inc
Virginia
$3.63M -$519K -22,154 -13%
GSIS
214
Global Strategic Investment Solutions
Arizona
$3.62M -$25.9K -1,105 -0.7%
NDSI
215
Newman Dignan & Sheerar Inc
Rhode Island
$3.61M -$662K -28,265 -15%
EFG
216
Embree Financial Group
Illinois
$3.61M -$108K -4,609 -3%
AI
217
Atria Investments
North Carolina
$3.59M -$25.3K -1,078 -0.7%
GA
218
Gordian Advisors
Arizona
$3.49M -$43.8K -1,868 -1%
Lido Advisors
219
Lido Advisors
California
$3.48M +$67.1K +2,864 +2%
PCG
220
Prosperity Consulting Group
Maryland
$3.44M -$183K -7,821 -5%
PAI
221
Pittenger & Anderson Inc
Nebraska
$3.42M +$3.96K +169 +0.1%
VNA
222
Valley National Advisers
Pennsylvania
$3.42M -$818K -34,934 -19%
CFA
223
Cahill Financial Advisors
Minnesota
$3.41M -$156K -6,663 -4%
KF
224
K2 Financial
California
$3.41M +$524K +24,532 +18%
JWS
225
Juncture Wealth Strategies
Arizona
$3.37M -$20.4K -871 -0.6%
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