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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,179 hedge funds and large institutions have $11.1B invested in Schwab US Broad Market ETF in 2025 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 483 increasing their positions, 417 reducing their positions, and 44 closing their positions.

Holders
1,179
Holders Change
+22
Holders Change %
+1.9%
% of All Funds
15.83%
Holding in Top 10
134
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+3.88%
% of All Funds
1.8%
New
104
Increased
483
Reduced
417
Closed
44
Calls
$31.7M
Puts
$9.44M
Net Calls
+$22.2M
Net Calls Change
-$2.79M

Top Buyers

1
AC
1
AlphaCore Capital
California
$142M
2
Jones Financial Companies
2
Jones Financial Companies
Missouri
$50.1M
3
HWA
3
HHM Wealth Advisors
Tennessee
$130M
4
R
4
Rebalance
California
$314M
5
QCM
5
Quantinno Capital Management
New York
$29.4M

Top Sellers

1
SFG
1
Socha Financial Group
New York
$22.2M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.34B
3
CMAI
3
Capital Management Associates Inc
Minnesota
$42.3M
4
Charles Schwab
4
Charles Schwab
California
$10.8M
5
HCM
5
Hengehold Capital Management
Ohio
$201M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.34B 56,360,948 -2,065,401 -4%
Betterment LLC
2
Betterment LLC
New York
$401M 16,827,398 -426,704 -2%
R
3
Rebalance
California
$314M 13,159,188 +1,209,350 +10%
SCM
4
SCS Capital Management
Massachusetts
$291M 12,223,396 +322,220 +3%
EK
5
Evensky & Katz
Florida
$209M 8,780,332 -240,407 -3%
SG
6
Strid Group
Pennsylvania
$206M 8,658,237 +43,935 +0.5%
HCM
7
Hengehold Capital Management
Ohio
$201M 8,450,794 -562,347 -6%
BFG
8
Bouchey Financial Group
New York
$197M 8,275,927 +37,462 +0.5%
HighTower Advisors
9
HighTower Advisors
Illinois
$184M 7,738,339 -196,259 -2%
HWM
10
HB Wealth Management
Georgia
$155M 6,496,557 +25,680 +0.4%
HDIM
11
Hanson & Doremus Investment Management
Vermont
$153M 6,406,096 +122,453 +2%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$149M 6,248,801 +636,810 +11%
EA
13
Evergreen Advisors
Tennessee
$147M 6,170,240 -104,227 -2%
HP
14
HT Partners
Connecticut
$144M 6,047,159 -316,002 -5%
AC
15
AlphaCore Capital
California
$142M 5,953,464 +5,556,673 +1,400%
HWA
16
HHM Wealth Advisors
Tennessee
$130M 5,468,240 +1,304,073 +31%
AI
17
Accredited Investors
Minnesota
$116M 4,883,682 -9,655 -0.2%
TCM
18
TruNorth Capital Management
Michigan
$111M 4,664,159 +413,023 +10%
Mariner
19
Mariner
Kansas
$100M 4,217,210 -69,120 -2%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$96.5M 4,051,638 -369,214 -8%
MBFW
21
Morton Brown Family Wealth
Pennsylvania
$91.4M 3,833,932 +151,170 +4%
SFS
22
Summit Financial Strategies
Ohio
$88.1M 3,696,905 -185,656 -5%
MF
23
Manchester Financial
California
$84.1M 3,530,639 +30,695 +0.9%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$80.9M 3,396,843 +11,233 +0.3%
BP
25
Ballentine Partners
Massachusetts
$78M 3,272,279 +186,376 +6%
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